Setting up email in QuickBooks is a simple process that can greatly improve your workflow and communication with clients. By connecting your email account to QuickBooks, you can easily send invoices, estimates, and other important documents directly from the application. In this guide, we will walk you through all the steps you need to set up email in QuickBooks. So follow the given details, and start sending information easily and timely with just a few clicks. Let's get started!
Don’t know how to set up email in QuickBooks Desktop Mac, then call the experts and get help. Call the Toll-free number +1-(855)-955-1942 and connect anytime.
How QuickBooks Desktop Email Setup Can Benefit You?
Setting up QuickBooks email can help you use it efficiently and streamline your daily activities. See below the benefits that QuickBooks desktop email setup can provide you:
You can easily email invoices to the customers directly from the application.
It also allows you to send payment reminders to your customers by emailing them invoices.
You can easily import data from spreadsheets.
It will serve you both as a storage space and a tracking device for the contact details of clients and vendors.
You can make a list of products and send them to the vendors directly using the QuickBooks desktop email setup.
Overall, the email feature in QuickBooks will help you to add efficiency and smoothness to your work.
Information You Require To Setup Email in QuickBooks Desktop Mac and Windows
If you wish to set up an email address in QuickBooks, then you need the following information to proceed ahead:
Username
Password
Incoming email server type
Outgoing email server address
Incoming email server address
How to Setup Email in QuickBooks Desktop
QuickBooks uses Outlook, Gmail, or WebMail to send and receive emails. And for this, you need to do a proper configuration of the application with your preferred email. So, here are the steps that you need to take to complete the QuickBooks email Setup process via Gmail, Outlook, and Webmail.
Log in to your QB account and then click on the Choose email method from the Edit drop-down.
Now, click on the Setup Your Email tab.
Now, from the Preferences window, tap on the Send Forms tab.
Then, on the My Preferences option, click on Add button.
Here, you will see Add email info icon.
Then, under the email ID field, enter the Gmail address that you want to connect with your QB account.
Then, select the Gmail option under your email provider tab.
Then, click OK, and your Gmail will get connected with QB soon.
To check if your account has got connected or not, you can send yourself a test report.
If the email gets through successfully, then congratulations, you have set up your email in QuickBooks.
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How to Setup Email in QuickBooks Using Web Mail and QuickBooks
Webmail is another option that you can use to set up QuickBooks Email service. You have two options for web Mail, one is Secure WebMail, and the other is Regular WebMail.
Set up Email in QuickBooks using Secure Web Mail
Follow the below-given steps to configure Secure Webmail with QuickBooks:
Go to QuickBooks Edit Menu and choose the Preferences option.
Then hit the Send Forms button.
Now, the My Preference tab appears on the screen.
Then, select Web Mail and hit click on Add.
After that, from the drop-down list, your email provider will appear.
Choose your provider, hit Next, and provide your email id.
Now, click on the box against Use Enhanced Security and select OK.
Then, sign in to your Intuit account when you are prompted.
Now, you will get the login page for your webmail.
Sign in to it and give Intuit the required access.
Set up Email in QuickBooks using Regular Web Mail
Go to the QuickBooks Edit menu.
And select Preferences and Send Forms.
Now, select the Web Mail option and then click Add.
Next, fill up the information for Add Email.
And then click on OK.
Conclusion!!
Well, these were the steps that you need to follow to set up email in QuickBooks Desktop. Hopefully, these steps are easy for you, and you will be able to set up your email easily. However, in case of any confusion, directly connect with our QuickBooks experts. Call our support number +1-(855)-955-1942 and get expert advice now.
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