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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 Apr 24 '23

Want to know the process to setup and configure the email servicesin QuickBooks? Well, then reading this post till the end would surely be of some help. QuickBooks accounting software permits the users to set up email services for sending invoice to clients, sending and receiving reports, and perform various other tasks. The process to setup and configure email service involves a couple of steps that we are going to discuss later in this post. Thus, if you are interested, then make sure to read the post till the end. Or the user can also connect with our QuickBooks support team at 1-844-405-0906.

 

Perks of QuickBooks email setup

·         This helps in importing data from the spreadsheets.

·         The user can make a list of the products that helps to deal with and send them to the vendors.

·         One can easily email invoices immediately whenever the customer needs it.

·         It permits the user to send customers payment reminders by emailing them invoices.

·         It serves both as a storage and tracking device for client’s and vendor’s contact details.

Steps to set up outlook in QuickBooks

For this, the user needs to create an outlook profile first.

o   After that, the user should set up QuickBooks desktop

o   Enter the name and password

o   The next step is to enter the incoming email servers

o   Enter the outgoing mail server address

o   After that enter the incoming email server type

o   Note that the web mail password will not be accepted in QuickBooks


Read Also: Troubleshoot QuickBooks error code 4120


By the end of this post, the user is expected to successfully setup and configures the email services in QuickBooks by performing the set of steps discussed in above. However, if for some reason the user isn’t able to, then in that case contacting our QuickBooks Pro supportteam at 1-844-405-0906is recommended.