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How to Setup Email in QuickBooks

QuickBooks Email Setup – Connect your email to QuickBooks Desktop

Email services play a vital role in modern-day business. It is one of the fastest ways of communication & information sharing methods. In QuickBooks, email is used is send information such as invoices, transactions, reports, reminders &, etc. In this article, we will learn how to set up email in QuickBooks desktop in easy steps.

What Email Services you can use in QuickBooks Desktop

In QuickBooks, you can use three email services to send an email:-

  1. Webmail
  2. Outlook
  3. QuickBooks Email

You can choose either of the email services to send email from QuickBooks desktop.

Advantages of QuickBooks Email Setup

There are various advantages of using email services in QuickBooks desktop. User can exchange information like-

  • Send forms, transactions, reports, etc
  • Send attachments containing spreadsheets, CSV files
  • Alerts about your QuickBooks services & products
  • Invoices & Reminders to customers

How to Setup Email in QuickBooks Desktop?

To set up email services in QuickBooks desktop. Choose the email service that suits the need of your business. There are a number of ways for QuickBooks email setup. Perform the steps to configure email services in QuickBooks.

Send Email using QuickBooks Email

To use the QuickBooks E-mail service, a QuickBooks user should have a valid QuickBooks subscription to use the service. Most QuickBooks users prefer to use Outlook. As it is the most common email protocol used in businesses.

Send QuickBook Email using Outlook

To send email using outlook on QuickBooks desktop. Follow these instructions:-

Contact ISP or Email Service provider for these details

  1. Username
  2. Password
  3. Incoming/Outgoing Email Server address
  4. Incoming email server type

Setup Outlook to send email using Outlook in QuickBooks desktop

  • Go to Edit
  • Select Preferences
  • Click on Send forms
  • In the My preferences tab

quickbooks email setup outlook

  • Check Outlook 
  • Click Ok

Setup Secure Webmail to send email in QuickBooks Desktop

Now you can easily set up secure webmail in QuickBooks desktop 2020 & versions after 2017. Ensure that you have linked your webmail to your Intuit account.

  • Go to Edit in QuickBooks menu
  • Click on Preferences
  • Select Send Forms
  • Click the My Preferences tab
  • Choose Webmail

how to setup email in quickbooks desktop

  • Click on the add option below

QuickBooks email setup outlook webmail

  • Type your Email address in the email id section
  • Choose the email provider like Outlook, Hotmail, etc, & check the Use Enhanced Security option
  • Click Ok
  • Intuit account login screen will pop up
  • Log in using your Intuit Account details
  • You will be redirected to the secure webmail login
  • Enter username & password
  • Allow access to Intuit services

Setup Webmail to send email in QuickBooks Desktop

Perform these steps in QuickBooks email setup via webmail like AOL, Gmail, Comcast, Yahoo, etc. Using webmail user will have to enter the username & password every time the email is sent.

  • Go to Edit > Preferences > Send Forms 
  • Click on the My Preferences tab check the webmail option
  • Click Add to add email info
  • Enter email address & choose the service provider from the drag down

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  • Type SMTP Server details in the empty boxes like Server name & Port.
  • Provide Email information will prompt
  • Type email id & password

email setup quickbooks

  • Click Ok

[box]SMTP Server Details will be provided by your Internet Service Provider or Email Service Provider. Make sure you have enabled 2-factor authentication in your webmail account[/box]

Contact QuickBooks Desktop Experts for QuickBooks Email Setup

If you find trouble going through the instructions & fail to send email using QuickBooks. Get connected with our QuickBooks desktop support experts on +1888-300-6790 & get QuickBooks email setup done with the guidance of a professional.

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