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.

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