Step-by-Step Guide for QuickBooks Setup Email

QuickBooks has one of the major drawbacks which gets reflected when the user has to send invoices and financial reports to an employee or to a client. When you know the feature of QuickBooks to Setup Email you do not have to go through printing, scanning and then sending documents as attachments. This reduces a lot of paper work and another benefits are imparted to the user which shall be discussed further in this blog. And later know method for QuickBooks Setup Email. If you face issues or errors during the process dial +1 800-417-5147 and talk to QB ProAdvisors for professional help.

Before we list down the steps for QuickBooks Setup Email, there are some things you should know to make the process run smoothly. Here is list of information you must keep handy.

When you setup outlook in QuickBooks Desktop, it gives you the option to send Invoices, Estimates, Reports to your vendors. With set up of email in QuickBooks, PDF attachment of the above are sent. With steps underneath you can accomplish QuickBooks set up email

• With the steps above when you come to My Preferences option choose QuickBooks Email option.
• Steps to set up your email service in QuickBooks can only be followed if you have any of the following active Intuit services:
• Enter in the information related to email address, username, password and the applicable incoming. 

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What information is required before setting up email in QuickBooks?

Before we list down the steps for QuickBooks Setup Email, there are some things you should know to make the process run smoothly. Here is list of information you must keep handy.

• The email address you will be using.Password to your email account.
• Name of the email provider.
• Get the name of the email server and outbound email port. 
• Both available from your email provider.

Quick Steps to setup outlook in QuickBooks

When you setup outlook in QuickBooks Desktop, it gives you the option to send Invoices, Estimates, Reports to your vendors. With set up of email in QuickBooks, PDF attachment of the above are sent. With steps underneath you can accomplish QuickBooks set up email

• Open QuickBooks and go to Edit menu.
• Choose option of Preferences.
• Hit Send Forms after that.
• Open My Preferences and under Send e-mail using option, click on Outlook Radio.
• Click on OK.
• Close the Preferences window and try emailing something to yourself to test out if set up your email service in QuickBooks has worked.

How to set up your email service in QuickBooks?

• With the steps above when you come to My Preferences option choose QuickBooks Email option.
• Steps to set up your email service in QuickBooks can only be followed if you have any of the following active Intuit services:

• QuickBooks Payroll
• Intuit Merchant Services
• QuickBooks Enterprise Full Service Plan
• QuickBooks Billing Solution
• Accountant's Copy File Transfer
• Enter in the information related to email address, username, password and the applicable incoming. 

Note: With this option you will not have copy of the emails sent. Hence, to track enter any of your email.

We hope our steps for QuickBooks Setup Email will help you to get work done quickly. If not dial +1 800-417-5147 and get immediate support.

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