Users of QuickBooks Desktop can forward their important documents in the form of reports, invoices, transactions etc through emails. This is possible due to the QuickBooks Email Setup tool. This blog shall enumerate all the steps you need to follow in order to setup email services in QuickBooks Desktop. So, stay glued to this article till the end.
Advantages of setting email services in QuickBooks Desktop
The main advantages to setup email services in QuickBooks Desktop are:
- The user won’t need to connect to the email client every time when sending the 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.
- It saves significant time and resources to keep records and paying for storage.
Crucial Points related to setting up Email Services in QuickBooks
- Set up the latest QuickBooks updates.
- QuickBooks will not ask for email password every time you login. For this, just link the Intuit account to the webmail.
Procedure to setup Email Services in QuickBooks Desktop
The steps are:
- The very first step is open and run QuickBooks.
- Then, hit a click on Edit tab.
- Here, go for Preferences.
- Here, click on the Send Forms option.
- And then hit on Add and incorporate all the important details.
- Later on, hit on Ok.
- When done, try to send an email. It should work fine.
Procedure to Set up QuickBooks through Outlook
- You need to first run QuickBooks desktop as admin.
- Then, click on Edit, and then Preferences.
- Herein, click on Send Forms option.
- Go to My Preferences, click on Outlook and then hit on Ok.
Walkthrough to Set up QuickBooks via Webmail
Webmail can be used to set up QuickBooks email for Gmail, Yahoo, etc. The procedure is:
- Initially, the user needs to run QuickBooks to start with. Make sure to run it as an admin.
- Moving ahead, hit a click on Edit, and followed by Preferences.
- After that, click on Send Forms.
- Later on, go for Webmail option, and then hit on Add.
- In the Add email section, enter all the necessary information.
- After then, click on Ok.
- This will save the changes
Conclusion
In the current discussion, our focus was on how to setup Email services in QuickBooks Desktop. If you need technical assistance from our experts, you can give our QuickBooks desktop support experts a call at the helpline 1-800-761-1787.
