Set Up Email In QuickBooks For Improved Communications

1. Set Up Email In QuickBooks For Improved Communications QuickBooks is a popular accounting software that enables users to mail forms, reports, invoices and other important documents to the customers using Outlook or webmail services. You can set up email in QuickBooks to provide the application with the email functionality. QuickBooks uses the ability of various mailing applications to integrate with the third-party apps, and thus enables users to share their financial information with the accounting personnel or ProAdvisors. In this article, we will discuss the procedure that can help you in setting up email in QuickBooks application.

2. Benefits Of Setting Up Email In QuickBooks • When you set up email in QuickBooks, it enables you to send estimates and invoices to the customers. • QuickBooks emailing helps users to share reports with the accounting personnel and get all the details from one place. • You can send payment reminders via email so that you don’t need to run after the payments. • Easy import of data from the spreadsheet and insertion of the attachments up to 2 MB’s. • QB users can fetch details from vendors and customers with the utmost ease. Emailing from within the QuickBooks application can save your time and effort, and you can streamline your accounting operations using this efficient feature of the QuickBooks Desktop. Below are some of the most accredited advantages of sending email from QuickBooks:

3. What Are The Basic Requirements To Setup Email In QuickBooks? Now that you know the advantages of setting up email in QuickBooks Desktop, let’s discuss the basic requirement, you need to fulfill in order to set up email in QuickBooks application: • Valid login credentials that include a username and password. • Incoming and outgoing email server address. • Incoming email server type • Make sure that you have stable internet connectivity.

4. How To Set Up Email In QuickBooks? Outlook: Outlook is one of the most preferred email clients that you can utilize for transferring your crucial financial information safely. You can easily set up Outlook in QuickBooks by using its ability to integrate with the third-party application and make the most out of your business accounting. If you want to setup email in QuickBooks, you need to check for the options you have to get it done. A QB user has the below-given options to set up email in QuickBooks: QuickBooks Email: QuickBooks email is another option to send forms and reports to the customers that can be used by the QB users. However, this option is not liked by most of the users due to some major shortcomings. Webmail: The inception of the webmail emailing feature in QuickBooks dates back to 2011, and it helps users to connect with the Yahoo, Gmail, or other email platforms. Using this email client, you can perform QuickBooks email setup Gmail.

5. How To Set Up Outlook In QuickBooks? • Open QuickBooks in the first place and then go to the Edit menu. • Next, you need to select Preferences and then click Send Forms. • Finally, select Outlook as your preference to send emails and click OK to finish. If you want to set up Outlook in QuickBooks as an email client, then follow the below-given steps carefully: By following the above-listed steps, you can set up Outlook as your email client in QuickBooks Desktop.

6. How To Set Up Webmail In QuickBooks? • Open QuickBooks Desktop application and select Preferences from the Edit menu. • Next, you need to select Send Forms. • Once you are done, select WebMail and then further select Add. • Enter the required information in the Add Email Info area and click OK to set up email in QuickBooks. • Select OK to finish the task. To proceed with the QuickBooks set up email process for webmail, follow the below-given steps with the full attention:

7. Need Help From QB Experts? The solutions described in this post can help you in setting up email in QuickBooks application. If you have any doubt in your mind related to the steps and need to talk to a QB expert, dial our QuickBooks error helpline number (855)-526-5749. In no time, you will be connected with one of our dedicated expert who will guide you to set up email in QuickBooks is a hassle-free manner.