Steps Of Setting Up Email In Quickbooks Desktop

Along with all the features of Quickbooks software, it makes it the best accounting software to manage your business all the financial operations in the easiest way. the easy to use features of Quickbooks software and the user-friendly interface of Quickbooks software makes it more convenient for the users. However, there are various features in Quickbooks that allow you to keep track of your business efficiently. hence the emailing feature in Quickbooks software is one of the amazing features that allow you to send and receive emails of your business within the Quickbooks software. this feature saves a lot of your time and effort. hence, in this blog, we will discuss how you can set up an email in Quickbooks desktop to directly receive your important emails in the Quickbooks software itself.

One more interesting feature of the Quickbooks software in the accounts and budgeting feature that allows you to create a budget for your business to set and achieve your goals in business. you can use the budgeting feature in Quickbooks software to create profit and loss budget for your business and to take proper actions to grow your business.Setup email in Quickbooks

Since there are various people out there which are not aware of the inherent feature of emails in Quickbooks desktop. this feature will help you in saving a lot of your time in printing and sending invoices to the customers. you can directly send the invoices to your customer from your email in the Quickbooks software. so let’s not waste any more time and have a look at how we can set up email in Quickbooks.

Quickbooks Email Feature benefits

Here is the list of benefits that you will enjoy after setting up your email account in the Quickbooks desktop.

  • You will be able to send invoices to the customers directly from the Quickbooks software.
  • Use the email feature to send payment reminders to your customers.
  • You can directly fetch the details of your customers and vendors from the email.
  • the email feature allows you to send an attachment over 2 MB in email and you can also import spreadsheets.
  • Share reports and information among your staff and other companies.

Set up Email in Quickbooks Desktop

You can use the following ways we have mentioned below to set up your email account in Quickbooks desktop. you can use or existing email addresses to sync or you can create a new email account. here is the list of the email service that you can use to set up the email account.

  • Outlook
  • Quickbooks Email Service.
  • WEb Email
  • AOL and Others.

Method: 1 Steps to Setup Email Service

  • Open the Quickbooks software and then click on the Quickbooks Email Settings option.
  • In order to set up email service in Quickbooks, you must have any of the intuit services in your Quickbooks software that includes POS, Quickbooks Payroll, IMS, QUickbooks Enterprise Full Service plan, Accountant copy file transfer or Quickbooks billing solution.
  • Now you have to provide all the details of your email addresses that include address, username, password, etc. to verify. you have to provide the server details and outgoing email settings to complete the setup process.

If you want to keep a copy of the emails you send from Quickbooks, you have to send the mail on any of your own emails to track it because Quickbooks doesn’t save the copy of your send mails.

Method: 2 Setup Quickbooks using Outlook

You can easily set up your outlook profile with the Quickbooks software to send invoices and bills to your customers and vendors in the form of PDF. here are the steps to sync your outlook account with Quickbooks Desktop.Set up Email Service in QuickBooks Desktop

  • Open your outlook window and login with the email address you want to use in the Quickbooks too.
  • now open the Quickbooks software and then click on the edit menu.
  • now click on the preferences option and then choose to send forms option.
  • now click on my preferences tab and then select the outlook radio from the available option.
  • now you can close the preferences tab and you can try sending an email to yourselves in order to check whether your email setup process is completed or not.

Method: 3 Setup Email using WebmailHow to Setup Email in QuickBooks Desktop

  • Open the Quickbooks software and click on the edit menu.
  • now go to send forms option and then click on my preferences tab.
  • here you have to select the webmail radio and then enter the email address you want to use with Quickbooks desktop.
  • Make sure to check the SSL security option and then provide the port configuration and SMTP server information and then click on Ok.

hence these are the simple ways through which you can set up email in Quickbooks desktop. after performing these steps you can try sending an email to yourself. if while setting up email in Quickbooks desktop if you have got any issue then you can get assistance from the experts at Quickbooks.