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Easy Process of Connecting Email to QuickBooks Desktop

Author : Jeaf Willson | Published On : 27 Apr 2024

Connecting your email to QuickBooks desktop lets you enjoy several benefits that streamline your business operations. For example, you can email invoices, reports, transactions, and other important documents directly from the software through webmail or Outlook, which saves you time and effort. 

 

Automating email operations in QuickBooks reduces errors, frees time for more productive tasks, and allows you to access and manage all your email correspondence within the software, keeping it organized and easily accessible. Other than that, it can also improve your client service by enabling quick responses to client inquiries, enhancing loyalty and overall customer satisfaction, and further increasing your brand image. So, if you want to improve your business operations and streamline your communication, learn the process of connecting email to QuickBooks Desktop.

 

Connecting your email to QuickBooks is beneficial for your business operation so you should not make any mistake while connecting it. It is recommended to contact experts while doing such tasks in QuickBooks to avoid any mishap. To contact our QuickBooks experts team, dial +1(855)-738-0359.

 

How to Setup Email in QuickBooks Desktop?

How To Connect Your Email to the QuickBooks Desktop

 

When you connect your email account with QuickBooks, you can easily send invoices, transactions, and other crucial documents. Also, it makes it easy for you to manage all your email correspondence in one place so that you can provide quick responses to client inquiries, which can establish loyalty and enhance customer satisfaction. 

To connect your email to QuickBooks Desktop, follow these steps:

 

square HOW TO SET UP QUICKBOOKS TO AUTOMATICALLY EMAIL INVOICES: Access the QuickBooks Settings the "Settings' or "Preferences" menu. This can usually be found under the or File" tab, depending on your QuickBooks version. lyou'll need to enter your email address and other relevant details, such as the outgoing mail server (SMTP) information. QuickBooks will use this information to send emails on your behalf. you have configured the email settings and customized the template, you can enable the automatic emailing feature. asquarecloudhosting.com/ Look for the "Email" or "Send Forms" option within the settings menu. Click on it to access the email preferences section. Customize Invoice Email Template you can customize the email template that QuickBooks will use when sending invoices. You can add your company Logo, personalize the message, and include any additional information

Setting up Outlook with QuickBooks:

Outlook is a widely used email service by medium and large businesses. Integrating it with QuickBooks allows you to manage your clients and communicate with teams easily. It offers many features, such as email attachment reminders, customized calendars, quick email processing, and more. Let's learn how to set it up with QuickBooks. 

 

Step 1: Gather necessary information from your internet or email provider

 

Get the following details from your internet or email provider.

 

  • Username.

  • Password for your email account

  • Incoming email server address.

  • Incoming email server type.

  • Outgoing email server address.

Step 2: Configure Outlook in QuickBooks

 

  • Open QuickBooks and go to the "Edit" menu.

  • Select "Preferences." 

  • Click on "Send Forms."

  • Choose "Outlook" from the options and click "OK."

 

Setting up webmail with QuickBooks:

 

Before you begin:

 

  • Validate your webmail server settings and port settings with your Internet Service Provider (ISP).

  • Webmail providers may require you to enable two-step verification for your webmail account.

  • QuickBooks can automatically fill out some information for some common webmail providers.

 

Step 1: Set up webmail:

 

  • In QuickBooks, go to the "Edit" menu and choose "Preferences."

  • From there, choose "Send Forms."

  • Click on "Web Mail" and then "Add." 

  • Fill in the details in the "Add Email" Info form.

  • Click OK to save the changes. 

  • QuickBooks will prompt you to log in to your webmail account. Log in and grant access to Intuit.

 

We hope you have learned the easy process of connecting email to QuickBooks Desktop. For further help, dial +1(855)-738-0359and contact our support team.