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How to Setup and Configure Email Services in QuickBooks Desktop? | Forum

Topic location: Forum home » Support » General Questions
Lillian Martin
Lillian Martin Feb 8 '23

QuickBooks allows its users to successfully email directly from the software and this can be done by setting up email services in QuickBooks. Setting up email in QuickBooks desktop allows the user to send invoices to clients, send and receive reports, and perform other transactions as well from the QuickBooks desktop through the outlook or webmail id. If you are using Gmail and want to select the webmail option, then you can set up QuickBooks email service and access this feature. The steps involved in this process are stated in this post later on. To learn more about the steps, make sure to read this post till the end. Or you can also connect with our tech support professionals at 1-888-351-0999, and we will provide you with instant support services.

Requirements for QuickBooks email service on QuickBooks desktop

If the user wants to set up an email in QuickBooks, then it is recommended to keep the following information handy.

·         Username

·         Password

·         Outgoing email server address

·         Incoming email server address

·         Incoming email server type

Steps to setup email service in QuickBooks Desktop

The user can simply set up an email service in QuickBooks using the set of steps listed below.

·         The very first step is to choose QuickBooks email settings when setting up email in QuickBooks.

·         After that, the email option can be used by the users having any of the active Intuit services like QuickBooks payroll, IMS, QuickBooks Enterprise full-service plan, QuickBooks billing solutions, or Accountant’s copy file transfer.

·         The next step is to enter the required fields requesting an email address, username, and password.

·         This also includes the applicable incoming and outgoing email settings and server details that you have done for emailing.

·         QuickBooks doesn’t save a copy of the emails that are sent, so it is recommended to enter any of the email addresses for the purpose of tracking.

With this, we come to the end of this post, where we hope that the steps above might have helped in some way to set up email service in QuickBooks. However, if you come across any issue or if you require our assistance at some point in time, then, in that case, consulting our QuickBooks support phone number1-888-351-0999 is recommended. We are a team of dedicated professionals who work to provide instant support services related to QuickBooks. For any queries, get in touch with our team today.

Peter Groft
Peter Groft Mar 16 '23

Set up webmail

Go to QuickBooks Edit menu and select Preferences.

Select Send Forms.

Select Web Mail and Add.

Fill out the Add Email Info and select OK.

Select OK to save your changes.


Regards,
Peter