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

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Lillian Martin
Lillian Martin Apr 13 '23

Email services in QuickBooks is one of the best features that eases the process of emailing. To avail the benefits of email services in QuickBooks desktop, one needs to set it up and also configure the same. Setting up and Configure email service in QuickBooks desktop permits the user to send invoice to clients, send and receive reports, and also carry out transactions from QuickBooks desktop via outlook or webmail id. If you are also in search of a guide to setup and configure email services in QuickBooks desktop, then reading this post till the end would surely work. In this post, we will be talking about the steps to be performed so as to setup and configure email services. Moreover, if you don’t want to perform these steps on your own, then you can consult our professionals at +1-888-351-0999, and they will carry out the process for you.

Steps to set up outlook to work with QuickBooks

The user can set up the email services in QuickBooks desktop, by setting up outlook. The steps involved in this process are as follows:


·         First of all, the user should move to QuickBooks edit menu

·         And then, click on preferences

·         Also, select send forms

·         Followed by selecting outlook and click on ok tab

·         The user is then required to close the preferences window and try emailing something to test

QuickBooks desktop 2018 provides for Gmail and Hotmail/lives users in US, UK, and Canada

Setting up email service in webmail

The user can setup webmail using the steps below:

 

·         The user needs to first connect with the secure webmail

·         And then, in the new version of QuickBooks edit menu. The user will have to opt for preferences and then click on send forms

·         Once done with that, the user should opt for webmail and click on add tab

·         Also, enter the email address

·         And use enhance the security checkbox

·         Followed by, the web page provider login page will display on the screen

·         And then, it is recommended to sign in to this login page

·         The last step is to select grant intuit access


See Also: Online Banking Errors in QuickBooks


Email services feature can of great help and can save much time in QuickBooks desktop. It is expected that by the end of this post, the user might be successfully able to make the best use of QuickBooks desktop email services and set it up properly. However, if there is any kind of issue in carrying out the process, or if you need any sort of technical assistance, then in that case, do not hesitate in calling our QuickBooks support team of professionals at +1-888-351-0999. Our team will be happy to help you.

Peter Groft
Peter Groft Apr 14 '23

Setting up and configuring email services in QuickBooks Desktop allows you to send invoices, reports, and other forms directly from QuickBooks using your email account. Here are the steps to set up and configure email services in QuickBooks Desktop:


Step 1: Verify system requirements

Make sure your computer meets the system requirements for email services in QuickBooks Desktop. You can find the system requirements on the QuickBooks website or in the QuickBooks Desktop user manual.


Step 2: Set up email account in QuickBooks Desktop

Open QuickBooks Desktop and go to the "Edit" menu, then select "Preferences."

In the Preferences window, select "Send Forms" on the left-hand side.

Go to the "My Preferences" tab.

Under the "Send e-mail using" section, select "Web Mail," "Outlook," or "QuickBooks E-mail" depending on your preferred email service.

Enter your email address in the Email ID field.

Select "OK" to save the changes.


Step 3: Configure email settings

In the Preferences window, select "Send Forms" on the left-hand side.

Go to the "Company Preferences" tab.

Configure the settings according to your preference, such as default email account, email template, and email delivery method.

Select "OK" to save the changes.


Step 4: Test email services

Create a sample invoice or report in QuickBooks that you want to email.

Go to the File menu and select "Send Forms."

Choose the form you want to send, then select "OK."

QuickBooks will prompt you to enter the recipient's email address and a subject for the email. Fill in the required information.

Select "Send Now" to send the email.

Check your email account to confirm that the email was sent successfully.


Greetings,

Peter