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Apr 23, 2024
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Setting up or configuring email services in QuickBooks desktop, becomes easy with this comprehensive guide to setup email services in QuickBooks. This helps in sending an invoice or receive reports easily in QuickBooks. Integrating email in QuickBooks increases the efficiency of the software and also makes it easy for the users to carry out certain processes. This feature also permits the users to send customers payment reminders by emailing them invoices.
To unleash the process to setup and configure email services in QuickBooks desktop, read this post carefully till the end. Or call QuickBooks customer support team, and leave the rest on their team of experts.
Steps to Setup Email in QuickBooks Desktop
Below we have given 2 methods in order to Setup and Configure Email Services in QuickBooks desktop:
Method 1: Setup the outlook email
In order to make the best use of QuickBooks email services, the user can setup email in QuickBooks desktop. The steps involved in the process to set up outlook are here:
The first step involved in here is to create a new QuickBooks outlook email.
And then, if an existing outlook account has been used, then in that case move to the next step.
Followed by, gathering information to set up outlook as the email client
And setup outlook in QuickBooks.
After that, select the preferences option and then press send forms options, from the QuickBooks edit menu.
Towards the end, select outlook option and then hit ok tab.
Method 2: Setup email service in QuickBooks
Steps involved in setting up email service in QuickBooks.
For this, the user needs to select the QuickBooks email settings.
And then, choose the QuickBooks email option.
And also, fill in the required information such as the email address, password, username, etc.
The last step is to fill in the required information and you are done.
