QuickBooks is the most helpful accounting application that provides various features, one of them is sending emails directly. Sending mails directly through the QB application saves both your time and effort, and thus, it is considered as one of the essential features in QuickBooks. To experience the benefits of this feature, you are required to set up an email in the QuickBooks Desktop application. Understanding this, we have mentioned all the essential facts and details related to the QuickBooks Email Setup. After setting up the email in QuickBooks, you can easily send invoices, reports to your clients from the QB Desktop via Outlook or Webmail.
Wondering how to set up a QuickBooks email and need immediate help? Reach out to our experts by dialing the toll-free number +1(855)-856-0053 and get all answers to your queries.
What Are The Benefits Of QuickBooks Email Setup?
Below we have listed some of the benefits that you can avail after setting up email in QuickBooks, go through it carefully:
- You can easily import data from the spreadsheets using the email feature. Along with this, you can also insert attachments up to 2 MB.
- With the help of this feature, you can easily fetch the details from the customers and vendors.
- The best part about this feature is that users can set payment reminders for the customers through email.
- Moreover, it also helps users share the reports and data with their office colleagues and teammates.
Things That Are Required To Set Up Email In QuickBooks Desktop
Before proceeding with the QuickBooks Email Setup process, you must have the following prerequisites:
- Your Username
- A strong and unique password
- Incoming server email address
- Incoming email server type
- Outgoing email server address
Different Ways For QuickBooks Email Setup
Here we have listed different ways through which you can easily set up email in QuickBooks Desktop.
Setting up Outlook to work with QuickBooks
- The first and foremost step is to open the QuickBooks application on your system and click the Edit menu.
- Soon after this, you need to click the Preferences tab.
- Thereafter, hover your cursor over the Send Forms tab.
- At last, click the Outlook tab followed by the OK option.
Setting Up your Secure Webmail to work with the QuickBooks application
Follow the steps to set up Webmail to work with QB
- Initially, move to the QuickBooks Edit menu.
- Soon after this, click Preferences > Send Forms > WebMail and Add.
- Then, you need to choose the provider by clicking the drop-down menu and insert the email address correctly.
- Mark the Use Enhanced Security checkbox and click OK.
- At last, log in to your Intuit account if prompted.
Setting Up Webmail to work with QB
- Firstly, launch the QB application and then click the Edit menu.
- Thereafter, select Preferences followed by the Send Forms.
- Now, you are required to click Webmail and Add.
- Fill out the Add Email Info and then click OK.
- Further, select the OK option to save the changes.
Winding Up!
For any additional help regarding the QuickBooks Email Setup, contact our experts by dialing the helpline number +1(855)-856-0053.
