Friday, December 3rd, 2021

Perform QuickBooks Email Setup| A Detailed Guide

QuickBooks allows its users to send transactions, invoices, and reports by using Webmail or Outlook. The email manager application integrates with QuickBooks to provide the program with the email functionality. It becomes easy to share the financial data with your team member if you have configured QuickBooks to send an email. Here, in this blog, we have mentioned all the steps to help you perform the QuickBooks Email Setup process.

Struggling with the hassles of QuickBooks setup email? Give us a call on our Toll-Free Number +1(855)-856-0053.

How To Setup Email In QuickBooks Desktop?

You can integrate emailing invoices, reports, and various other functions with QuickBooks after checking the compatibility between the cross-platforms of an email manager and accounting management software.

Set Up Outlook To Work With QuickBooks Desktop

You have to create a new email profile in Outlook while setting up the QuickBooks email process. However, if you already have an account with an email service, you can go to the next step. Before that, you must gather the below-listed information from your Internet service provider:

  • Username & Password
  • Incoming and Outgoing email server address
  • Incoming email server type

Steps To Set Up Outlook

Follow the below-given steps to set up Outlook email service in QuickBooks:

  • Firstly, you have to install QuickBooks.
  • Then, go to the Edit menu and select Preferences.
  • Now, click on Send Forms.
  • Lastly, select Outlook as your preference for sending emails and then click on OK.

Set Up Webmail To Work With QuickBooks Desktop

Secure Webmail encrypts emails and attachments to keep your company data secure. It can also be integrated with QuickBooks newer versions. Link the Intuit account to your Webmail account for accessing the emailing service. Once linked, you will secure Webmail for sending emails to your customers without entering the password every time.

Which QuickBooks Versions Can Be Configured To Secure Webmail?

  1. QuickBooks Desktop 2020 and 2019: These QuickBooks Desktop versions can be integrated with the Gmail, Yahoo mail, Windows mail, Hotmail, AOL, and plain text version in Mozilla Thunderbird Email Client.
  2. QuickBooks Desktop 2018: Gmail or Hotmail/Live email service can be configured with the QuickBooks 2018 to send and receive email from within the QuickBooks
  3. QuickBooks Desktop 2017 R5 or Newer Versions: It will allow you to set up Gmail service in QuickBooks Desktop 2017 or older version of the software.

Points To Consider While Setting Secure Webmail With QuickBooks

You must create a strong password when you plan to set up secure Webmail in QuickBooks Desktop. However, if you are working in a multi-user environment, you must sign-in to your Webmail.

Steps To Set Up Secure Webmail:

  • Firstly, open QuickBooks.
  • From the Edit menu, select Preferences> Send Forms> Webmail> Add.
  • Further, select your email service from the drop-down list and then enter your email address.
  • Checkmark the box present against the Use Enhanced Security option and then click on OK.
  • When prompted, sign-in to your Intuit account.

Steps To Set Up Regular Webmail With QuickBooks:

  • Follow the below-given steps if you want to perform the QuickBooks setup email process for regular email:
  • Firstly, install the QuickBooks application.
  • From the Edit menu, select Preferences> Send Forms> Web Mail> Add.
  • You have to enter the required information in the Add Email Info area and then click on OK.
  • To save all the changes, click on OK.

Summing It Up

We hope the methods mentioned in this blog would have helped you perform the QuickBooks Email setup process without any hassle. If you need any further assistance, then we suggest you give us a call on our Toll-Free Number +1(855)-856-0053. Our professionals will guide you in the best way.

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