Learn to set up emails in Quickbooks
Learn to set up emails in Quickbooks

Quickbooks is a very efficient software for businesses and email is one of very essential feature for any business. So it’s crucial to know about the setup emails in Quickbooks. In QuickBooks desktop you have various options to opt to integrate your email with webmail, outlook, QuickBooks mail. 

Ways to set up your email services in QuickBooks desktop

You can set up your QuickBooks to email invoices, other transactions using webmail, outlook, etc. but before that, you have to make sure that outlook is compatible with the version of QuickBooks desktop.

Outlook 

  • First, you have to create a new Outlook email profile.
  • If you already have then collect the info to set up Outlook as your email client.
  • The following info you required, for these you may contact your ISP
  1. Username
  2. Password
  3. Incoming  email server address
  4. Incoming email server type 
  5. Outgoing email server address 
  • Then choose preference and select send forms, from QuickBooks edit menu, if the outlook is missing in QuickBooks desktop send form preferences.
  • Then select outlook and click on ok.

Webmail

  • In the latest version of QuickBooks you can use webmail, it is easier and secure. Unfortunately available for certain providers.
  • To setup, choose preferences then click on send forms from QuickBooks edit menu.
  • After that select webmail option and then click on add.
  • Then choose your provider and enter your email address.
  • Make sure the enhanced security checkbox is checked.
  • Then click on ok.
  • When prompted sign in to intuit account.
  • Then your webmail provider login page will display.
  • Now you need to sign in and select grant intuit access.

Steps to set up a regular webmail

ISP ( internet service provider) controls the webmail server. Quickbooks self fill out the info required to set up for most common service providers such as Yahoo, Hotmail, Gmail, etc. for further you have to follow below steps

  • Choose preferences then click send form from the edit menu.
  • Then select webmail and then click on the add button.
  • Then you have to choose your provider from drop-down menu and enter your email address.
  • At last click on OK.

These are the basic steps to follow to set up emails in QuickBooks, for further complexity and uncertainty in the procedure, connect with us. We provide service to customer satisfaction and their better experience in Quickbooks. Dial +1-833-353-0548 and get help from experts.