If you use QuickBooks regularly,you may be aware of how challenging it can be to send invoices and financial reports to colleagues or clients. A common practice is to print out the document, scan it, and send it as an email attachment to the relevant person.
However, many people are unaware that QuickBooks has a feature that allows you
to set up email within the software, which can significantly reduce the amount
of scanning you have to do. In this article, we will explore the process of setting up email in QuickBooks desktop in detail.
A brief review of QuickBooks Email Setup
The QuickBooks Email Setup is afunctionality within QuickBooks Desktop that enables you to send invoices, reports, and transactions to clients or colleagues directly from QuickBooks. This feature can save you time and effort compared to traditional methods.
However, before adding an email to QuickBooks, it is essential to be aware of
the necessary requirements, including your username, a strong password,
incoming email server address, incoming email server type, and outgoing email
server type.
Some Important Points to Keep in Mind:
Here are some important points tokeep in mind before setting up email in QuickBooks desktop:
- If you wantto use secure webmail for added security, you must have one of the latest versions of QuickBooks Desktop.
- Another thingto keep in mind is that you must link your webmail account with your Intuit
account before sending an email using secure webmail. - You only needto link your Intuit account with webmail, and the next time you open your webmail, QuickBooks won't require you to log in to your email again.
Benefits of QuickBooks Default Email Setup
Here are some advantages of usingQuickBooks Default Email Setup:
● You don'tneed to use your email client every time you want to send an email.
● You candirectly transfer invoices, payment reminders, and other documents to clients
or colleagues from QuickBooks.
● Also, theuser can import data from spreadsheets.
● You can savetime and money by not having to maintain physical records and storage space.
DIY Steps to Set up QuickBooks Desktop Email
● Open QuickBooksDesktop and click on Edit.
● SelectPreferences from the dropdown menu.
● Look for theSend Forms option and click on it.
● Click on Add,and a new window will appear.
● Enter therequired information and click on OK.
● To test itout, send an invoice or a report via email.
How to Set up QuickBooks Email via Outlook?
● OpenQuickBooks and select Edit.
● Click onPreferences from the dropdown menu.
● In the newwindow, choose Send Forms.
● Under the MyPreferences tab, select the Outlook option and click on OK.
How to Setup QuickBooks Email via Webmail?
● OpenQuickBooks and select Edit.
● Click onPreferences and then choose Send Forms.
● Select theWebMail option and click on Add.
● Enter therequired information in the Add Email window and click OK.
● Save thechanges by clicking on OK tab.
You may also see: How to Solve QuickBooks Update Error Code 15223?
How to Change the Email In QuickBooks?
If you need to change the email inQuickBooks, you can do so by updating the email address in the Company
Information window.
● To start,open the Company Menu and select My Company.
● In the Emailsection, enter the new email address that you want to use.
● Click OK tosave the changes.
Conclusion
We hope that after reading thisblog, you have found answers to your questions about setting up email inQuickBooks. However, if you still have queries or are facing any issues,don't hesitate to call our toll-free number i.e., 1-800-615-2347 for immediate QuickBooks desktop support.
