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How to Setup Email Services in QuickBooks Desktop?

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Adelina Martin
How to Setup Email Services in QuickBooks Desktop?

Want to email directly from QuickBooks and save time? Well, we have made it possible for you, with this in-depth guide that would help you in connecting your email to QuickBooks desktop by following mere steps. Emailing from QuickBooks itself is one of the most effective features, as it can help in directly emailing invoices with QuickBooks email setup and also sending estimated to the customers. Another compelling feature can be to fetch details from the customers and vendors.

If you want to avail all such perks of connecting email to QuickBooks desktop, then we can help you with that. Read ahead for further assistance.

 

Steps for setting up outlook

In case you want to set up outlook, then you can perform the steps below:

  • You are supposed to create a new QuickBooks outlook email.
  • Just in case you are already having an outlook account, then the user is supposed to move to the next tab.
  • You need to gather information to set up outlook as the email client.
  • Setup outlook in QuickBooks.
  • Select preferences and press send forms from the QuickBooks edit menu.

  • Towards the end, you need to choose outlook and hit ok tab.

 

Steps for setting up email service in QuickBooks

  • You need to set up email service by selecting the QuickBooks email settings.
  • Further, QuickBooks email option can be used to have any of the active intuit services just like QuickBooks payroll.
  • Fill in the required information, including email address, password, username, etc.
  • And you are good to go.

Steps to set up webmail

  • Select edit menu and select send forms.
  • Select my preferences tab and select the webmail radio out of the options that would be seen.
  • Enter the email address.
  • Select the SSL security checkbox.
  • Enter the correct SMTP server and port configuration.

  • Hit ok tab.
  • Send the email and check if any kind of error is seen.

 

Connecting your email to QuickBooks desktop offers tons of benefits. However, you might find the process a bit problematic though. If that is the case, do not think much in reaching out our QuickBooks technical support team using our dedicated support line i.e. 1-800-761-1787.

 

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