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Outlook Setup Help / Tutorial

After creating your email account from the  /siteadmin area, you can proceed through the steps below to set up the account in your Outlook  email software. The steps below will show you how to set up an IMAP account; this is generally your best choice if you will be using multiple devices to check the same account.

The example below uses  an example email account


1. Click “File”.  Or, in older Outlook versions,  you may have to go to Tools –> Accounts


Then click Account Settings Button–> Account Settings (appears below button)


2. In the window that pops up, click the “New” to create a new account or “Change” to change your existing account. See screenshot below:


3. After clicking on “New”, you will see the screen below. Fill in your name, and your email address as you would like your customers to see it. Then select “Manual Setup” and the “Next” button; this will be the easiest way to get all the email settings right.


4. The next screen will give you three options Exchange,, or “POP or IMAP”. Go ahead and select the last option which is “POP or IMAP”. After that, the screen below will appear; on this screen (below)

a. Set the account type to IMAP

b. Type in the incoming and outgoing mail server to mail.[your actual domain]. So, following our example, set the mail servers to

c. Optionally, you can also use the server name in the incoming and outgoing mail sever fields; the benefit of this is that it will match the SSL/TLS certificate name, so you will not get a security warning that the “Certificates do not match…” To see the server name of the server hosting your site, type in, for example, (using your actual domain name) and see what it redirects to. Our example domain redirects to   The bold section of the url  is what you would use as the server name.

d. Set the username to just all lower case ‘joe” not “”.

e. Type or paste in the password that you used for this account when you created it in your /siteadmin

f. Click “More Settings” button


5. On the “More Settings” screen below, first click the “Outgoing Server” tab, and select “My Server Requires” authentication, and the default “Use same settings as my incoming mail server”. (Do not select SPA).   Then click the “Advanced Tab on that screen.


6. On the Advanced screen below:

a. Leave the IMAP port at the default port of 143

b. Select encryption to Auto for incoming and outgoing email.

c. Set the Outgoing SMTP port to 587

Many ISPs will block or redirect smtp connections on port 25; so you should set the SMTP port to 587

d. Click OK


7. When you click Next, Outlook will text the account settings. It should show success on both.


Posted in: email-setup

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Import State, County and City tax rates from CSV file

‘Import tax rates from CSV’ allows you to add tax rates for your state, county, or city faster than adding the rates one by one on this page. Click import to the left to navigate to the screen which allows you to import using a CSV file format. 

Country, State, County, City Based Tax
This is a good place to add tax rates for your country, state, county, or city.
Country — Select from the drop down bar
State — Abbreviation, ex. AZ
County — Enter the county name
City — Enter the city name

‘Tax Name’ is the field that the customer will see on the checkout page next just to the left of the tax percentage.

‘Tax Rate’ is the field that determines the tax rate used. The customer will see this number on the checkout page. Enter this number as percentage.

Charge Tax Based On
None — will not charge sales tax.
Billing Address — will charge sales tax based on customer’s billing address.
Shipping Address — will charge sales tax based on customer’s shipping address.
Billing or Shipping Address — will charge sales tax based on customer’s billing or shipping address, depending on which address has the indicated city, state, etc.

Location Settings
Location settings are important for what addresses you will accept at checkout.  These settings are based on what states & countries arer listed at the bottom of the Sales Tax / Locations page.

Allow any valid country or state whether it is listed below or not.
This is a good option to accept orders worldwide.

Allow only countries and states that are listed below.
This is option allows you to specifically state which states and countries you prefer to sell to.

Allow only countries that are listed below, but any states within those countries
This option allows you to speficy the counties you would like to sell to without having to enter in the state/province information.



Click here for information on allowing/disallowing international shipping

Mange > Sales Tax/ Locations

Sales Tax Rates
You are able to charge sales tax based on rates for a particular Country, State, County, or City.

(click here for larger image)The sales tax rate used will be based on the information you input into the shopping cart system on this page. The shopping cart will then check the customer’s information for their City, County, State, and Country.  The shopping cart will use the “lowest common denominator” for the sales tax rate meaning if the customer’s city matches a city put in below, it will use that tax rate for the customer’s order. If the customer’s city doesn’t not match a city put it below, then the shopping cart will use the county tax rate. If the customer’s county does not match put in below, then the shopping cart will use the state tax rate. If the customer’s state does not match a state below, then it will use the country tax rate. If you do not enter a sales tax rate for a City or County, the system will use the state tax rate.

Let’s say,

United States has a 0% sales tax.
California has a 8% sales tax.
Californians in San Diego pay 9% (1% for the county)
Californians in Vista pay 9.75% (.75% for the city)

You would enter:
Country Based Tax (USA)
Leave blank

State Based Tax
State: California
Tax Rate: 8%

County Based Tax
County: San Diego
Tax Rate: 9%
(note — this will add an option for a customer to choose their county on the billing page)

City Based Tax
City: Vista
Tax Rate: 9.75%

Based on this information input into the system:
If a customer from Vista, CA orders they would pay 9.75% for sales tax.
If a customer from San Diego, CA orders they would pay 9% for sales tax.
If a customer from Sacramento, CA orders they would pay 8% sales tax.
If a customer from AZ orders they would pay 0% sales tax.


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Current Rates in the Shopping Cart

This part of the page lists all the sales tax settings that you have created, and it allows you to go though and edit any of your settings.  To update, enter the new information in the field provided such as Tax % (entered in the example is 7.75% tax for CA), and then click on Update to the right.  Currently, you are only have to edit the sales tax one at a time.

The Shipping is Taxable field is not normally used for USA orders, but is often used in Canada.

The Parent Country/State/County is important to have correctly listed so that the customer will be charged the correct sales tax.


Posted in: shopmanual

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Posted in: eCommerce Web Hosting Blog, Wordpress Web Sites

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