How to Change the Primary Contact for QuickBooks Desktop?

 

In search of the process to change the primary contact for QuickBooks desktop? Well, if yes, then your search ends over here. The QuickBooks users can easily change the primary contact for QuickBooks by simply navigating to the customer account management portal for the QuickBooks desktop. There are certain steps that can carry out the process to change the primary contact for QuickBooks, which will be discussed later in this post. Thus, it is recommended to read this post carefully till the end.

Or the user can also get in touch with our support team for further technical assistance. One will just have to ring up to us at our toll-free customer support number i.e. +1-844-405-0906 and leave the rest on our team of professionals.

 

Steps to change primary contact for QuickBooks desktop

The below steps can help in changing the primary contact for QuickBooks desktop successfully. Let us start with the steps one by one:

·         The very first step is to log in to the customer account portal

·         And then, select the request to become primary contact

·         Also, select the company that is to be transferred, and also fill in the reason for request and all needed information

·         The next step is to select next tab and also review all the information for accuracy

·         Now, the user is supposed to attach the requested documents

o   Moreover, the documentation requirements change according to the business selected

The most important point to note here is that the request will be processed within 3 business days.

 

Checking the status of a request

After the request is reviewed, the user will get an email. In case the information is missing, then the details will be provided, so that the user can resubmit the request information. The user will be asked to resubmit all of the documentation together for approval of the request. If the user is not having the access to the primary contact’s account, then in that case he/she can update it by reaching out to the customer support.  

 

Changing the primary contact for QuickBooks desktop becomes easy with the above stated steps. However, if you have any queries or in case you need any sort of technical assistance, then do not hesitate in ringing up to us at our toll-free customer support number I.e. 1-844-405-0906.

Our QuickBooks premier support team of technically sound accounting professionals will ensure to provide the best possible support services instantly.

 

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How to Change the Primary Contact for QuickBooks Desktop?

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Fix Outlook Cannot Log on When Emailing in QuickBooks Desktop Problem

Facing Outlook cannot log on at the time of emailing reports or transactions in QuickBooks desktop? If yes, then today’s post is surely for you. In case the use stumbles upon “Outlook cannot log on. Verify you are connected to the network and using the proper server and mailbox name” while trying to email a report or transaction, then you can fix it by updating Microsoft office. This involves a handful of steps, which we have discussed later in this post.

 

Thus, continue reading this post carefully till the end in order to fix Outlook cannot log on when emailing in QuickBooks Desktop problem, or give us a call right away at +1-844-405-0906, and our accounting professionals will ensure to provide you with the best possible support services.

 

Steps to update to the newest Microsoft office 365 release

The outlook cannot log on when emailing in QuickBooks desktop problem can appear due to an outdated Microsoft office 365 release. To fix this, the user needs to update to the newest release. The steps to be followed here are:

·         The user needs to firstly open outlook and then select the file tab

·         And also, choose office account and then about outlook button. And ensure that you see the latest release of build 12527.20242

·         To update to the newest release, and choose update options and then update now

·         Lastly, move back to QuickBooks and try to email the report or transaction again

 

With this, we come to the end of this post, where we believe that the information shared in above might work in fixing outlook cannot log on when emailing in QuickBooks desktop problem.

In case the error persists, or if you are stuck at any stage, then reach out to our professionals immediately at 1-844-405-0906. Our QuickBooks pro technical support team of experts and accounting ProAdvisors will ensure to answer all your queries instantly.

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How to Change the Primary Contact for QuickBooks Desktop
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How to Fix QuickBooks Desktop Error QBWC1039?

How to Connect or your Email to QuickBooks Desktop?

 

QuickBooks accounting software offers tons of features, one of which is email services. Sending mails directly from QuickBooks saves a lot of time, effort. To avail the benefits of email services in QuickBooks desktop, one needs to set it up and also configure the same. Setting up email in QuickBooks desktop permits the user to send invoice to clients, send and receive reports, and also carry out transactions from QuickBooks desktop via outlook or webmail id. If you are also in search of a guide to setup and configure email services in QuickBooks desktop, then reading this post till the end would surely work.

In this post, we will be talking about the steps to be performed so as to setup and configure email services in QuickBooks desktop. Moreover, if you don’t want to perform these steps on your own, then you can consult our professionals at 1-844-405-0906, and they will carry out the process for you.

 

Steps to set up outlook to work with QuickBooks desktop

The user can set up the email services in QuickBooks desktop, by setting up outlook. The steps involved in this process are as follows:

·         First of all, the user should move to QuickBooks edit menu

·         And then, click on preferences

·         Also, select send forms

·         Followed by selecting outlook and click on OK tab

·         The user is then required to close the preferences window and try emailing something to test

QuickBooks desktop 2018 provides for Gmail and Hotmail/lives users in US, UK, and Canada

 

Setting up email service in webmail

The user can setup webmail using the steps below:

·         The user needs to first connect with the secure webmail

·         And then, in the new version of QuickBooks edit menu. The user will have to opt for preferences and then click on send forms

·         Once done with that, the user should opt for webmail and click on add tab

·         Also, enter the email address

·         And use enhance the security checkbox

·         Followed by, the web page provider login page will display on the screen

·         And then, it is recommended to sign in to this login page

·         The last step is to select grant intuit access

 

Email services feature can of great help and can save much time in QuickBooks desktop. It is expected that by the end of this post, the user might be successfully able to make the best use of QuickBooks desktop email services and set it up properly.

However, if there is any kind of issue in carrying out the process, or if you need any sort of technical assistance, then in that case, do not hesitate in calling our QuickBooks desktop support team of professionals at 1-844-405-0906. Our team will be happy to help you.

Read More: Troubleshoot the QuickBooks Error Code 3180 | Upgrade Internet Explorer to Open QuickBooks

How to Connect or your Email to QuickBooks Desktop?

 

QuickBooks accounting software offers tons of features, one of which is email services. Sending mails directly from QuickBooks saves a lot of time, effort. To avail the benefits of email services in QuickBooks desktop, one needs to set it up and also configure the same. Setting up email in QuickBooks desktop permits the user to send invoice to clients, send and receive reports, and also carry out transactions from QuickBooks desktop via outlook or webmail id. If you are also in search of a guide to setup and configure email services in QuickBooks desktop, then reading this post till the end would surely work.

In this post, we will be talking about the steps to be performed so as to setup and configure email services in QuickBooks desktop. Moreover, if you don’t want to perform these steps on your own, then you can consult our professionals at 1-844-405-0906, and they will carry out the process for you.

 

Steps to set up outlook to work with QuickBooks desktop

The user can set up the email services in QuickBooks desktop, by setting up outlook. The steps involved in this process are as follows:

·         First of all, the user should move to QuickBooks edit menu

·         And then, click on preferences

·         Also, select send forms

·         Followed by selecting outlook and click on OK tab

·         The user is then required to close the preferences window and try emailing something to test

QuickBooks desktop 2018 provides for Gmail and Hotmail/lives users in US, UK, and Canada

 

Setting up email service in webmail

The user can setup webmail using the steps below:

·         The user needs to first connect with the secure webmail

·         And then, in the new version of QuickBooks edit menu. The user will have to opt for preferences and then click on send forms

·         Once done with that, the user should opt for webmail and click on add tab

·         Also, enter the email address

·         And use enhance the security checkbox

·         Followed by, the web page provider login page will display on the screen

·         And then, it is recommended to sign in to this login page

·         The last step is to select grant intuit access

 

Email services feature can of great help and can save much time in QuickBooks desktop. It is expected that by the end of this post, the user might be successfully able to make the best use of QuickBooks desktop email services and set it up properly.

However, if there is any kind of issue in carrying out the process, or if you need any sort of technical assistance, then in that case, do not hesitate in calling our QuickBooks desktop support team of professionals at 1-844-405-0906. Our team will be happy to help you.

Also Read: Re-sort Lists in QuickBooks Desktop | Duplicate Merchant Service Deposits into QuickBooks | Troubleshoot the QuickBooks Error Code 3180