How to Setup Email Services in QuickBooks Desktop?

The QuickBooks Email Setup tool in QuickBooks Desktop software allows users to email important documents like invoices, reports, and transactions to customers or business partners directly from within the QuickBooks program. To know about how to setup email services in QuickBooks desktop, follow this blog to the end.

 

Points to Note while setting up Email Services in QuickBooks

•        The most recent version of QuickBooks Desktop is required if you intend to use secure webmail for increased security.

·         The next time you open your webmail, QuickBooks won't prompt you for your email password; all you have to do is link your Intuit account with webmail.

·         Before sending an email using secure webmail, keep in mind that you must link your webmail account with your Intuit account.

 

Also check: How to Resolve QuickBooks error 61686?

 

Directions to setup QuickBooks Desktop Email

•        Select Edit from the QuickBooks Desktop application's menu.

•        When a dropdown menu appears, select Preferences.

•        There will be a window. Look for and select the Send Forms option in the window.

•        When you click Add, a new window will appear.

•        After providing the necessary details, click OK.

•        Send an invoice or a report by email as a test.

 

Setting up QuickBooks via Outlook

The above-mentioned procedures can be used to setup QuickBooks Online Email in Outlook.

•        In the beginning, hit on Edit after launching QuickBooks.

•        After that, hit on Preferences, and then opt for Send Forms in the pop-up window that appears.

•        Click on OK after selecting the Outlook check box under the My Preferences tab.

 

Setting up QuickBooks through the Webmail

You must use Webmail to set up QuickBooks email for Gmail, Yahoo, etc. Pay close attention to the offered directions.

•        Open QuickBooks, click Edit, select Preferences, and then select Send Forms.

•        Select WebMail from the menu, then click Add.

•        Click OK after providing the data requested in the Add Email window.

•        By selecting OK, the changes will be saved.

 

Merits of setting email services in QuickBooks Desktop

There are various advantages of setting up the email services in QuickBooks. These include the following:

•        It is not necessary to open your mail client every time you want to send an email.

•        Direct QuickBooks transfer of invoices, payment reminders, and other documents to clients or between office departments.

•        It is a feature that allows data import from spreadsheets.

•        Saves you the time and money necessary for keeping records and paying for storage.

 

You may also read: Unable to send usage data error in QuickBooks

 

After going through this brief walkthrough, the procedure to setup email services in QuickBooks Desktop should be easier for you. If you come across any issue, then our team of certified QuickBooks experts is here to help you. Just give us a call at 1-800-761-1787.


Comments

Post a Comment

Popular posts from this blog

Approaches of Fixing QuickBooks Error Code OL-334

Image
QuickBooks users are prone to different types of technical errors. These can pop up in different instances like opening of the Company files, updating QuickBooks, or while connecting to the Bank account through QuickBooks. Error code OL-334 is typically a banking error which occurs when you attempt to make any alterations to your bank account. This could be due to many reasons, the prominent ones being a wrong PIN or a server maintenance going on. Read this article to know the different ways to fix QuickBooks error OL 334 .  Factors causing QuickBooks Error OL-334 This Banking error in QuickBooks is mostly caused due to:          Server maintenance in the background.          Old version of Windows being used.          QuickBooks settings are not configured properly        QuickBooks not updated to a new version. Different solutions to root out QuickBooks Error OL 334 This section elabo...
Read more

How can I troubleshoot QuickBooks Error 6007?

Image
QuickBooks error 6007 is a technical error related to the QuickBooks Sync Manager. This error prevents users from syncing their company files through the Sync manager. This error might be caused due to various reasons which include damaged company file(s), corruption in QuickBooks Sync Manager, including other causes. This blog presents multiple methods to fix QuickBooks error 6007 .   Major causes behind Error 6007 ·          Corruption in QuickBooks Sync manager is the primary cause of this error. ·          QuickBooks Company files got damaged. ·          Opening QuickBooks company file in the multi-user mode. ·          QuickBooks Sync Manager may not be up to date.   QuickBooks Error Code 6007 – Common symptoms •            Unable to access Company...
Read more

Procedure to Change, manage or update Intuit Account with CAMPs

Your accounts, products, contacts, billing, and user ID access can all be managed through CAMPs. You can change a credit card, amend your payment method, monitor charges, and update your billing and email addresses, among other things. In addition, CAMPs offers simple ways to download your items, locate your license number, and end your subscription. To know the full process to change, manage or update Intuit account with CAMPs   Procedure to sign in to CAMPs ·          Please visit camps.intuit.com . ·          Log in using your Intuit Account credentials . It's possible that this is different from the login information for your company file. ·          If you have a choice of several products, select QuickBooks Desktop to access CAMPs.   What to do if I am unable to sign in to CAMPs? The email address you used to register your product is wh...
Read more