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Procedure to Set Up Email Service with QuickBooks

QuickBooks is one of the most preferred accounting solutions for small to mid-sized businesses. You can set up email service with QuickBooks and send forms and invoices to your customers. There are numerable benefits you can harvest by setting up email in QuickBooks Desktop application. It enables you to send payment reminders to your customers so that you don’t need to run after the payments. Furthermore, sending email from within the application can save your time and efforts. In this post, we will discuss the steps to set up email service with QuickBooks Desktop in easy steps.

“Not sure how to set up email in QuickBooks and need help from QB experts. Reach out to QuickBooks Technical Support Team at 1-(855)-856-0042 and talk to us to get relevant assistance”

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Minimum Requirement to Set Up Your Email Service in QuickBooks Desktop

To set up email service with QuickBooks, you need to fulfill the below-given requirements:

  • A valid user name and password to log into the email account
  • Incoming and outgoing email server address.
  • Incoming email server type
  • A stable connection to the Internet

Benefits of QuickBooks Set Up Email Procedure

When you set up email service with QuickBooks, it can help your business in various ways as stated in the below-given list:

  • Setting email in QuickBooks can help you to send the forms, invoices, and estimates, to your customers.
  • QuickBooks email set up can help you to send reports to your customers, and you can have all the information at one place by emailing from within the QuickBooks.
  • QuickBooks email setup feature can help you to send payment reminders to your customers so that you don’t need to run after your due payments.
  • When you set up email service with QuickBooks, it helps you to fetch vendors and customers details with absolute ease.
  • You can easily import data from the spreadsheet and insert attachments up to 2MBs.

How to Set Up Email Service with QuickBooks Desktop?

There are various options to set up email service in QuickBooks Desktop. Below are some main emailing options and their set up procedures to use with the QuickBooks Desktop application:

How to Set Up Outlook in QuickBooks?

You can set up Microsoft Outlook in QuickBooks to send emails to your customers from within the QuickBooks application. The Outlook is one of the most preferred emailing applications that can integrate with the QuickBooks application to provide it with the email functionality.

  • Open QuickBooks and go to the Edit menu.
  • Next, you need to select Preferences and then click Send Forms.
  • Once you are done, select Outlook as your preference to send emails and then click OK to finish.

How to Set Up Gmail In QuickBooks?

When you connect QuickBooks to your Google account, it helps you to email invoices to your customers using Gmail address. To do it, you need to connect Gmail address to QuickBooks. You can connect only one Gmail account to QuickBooks to send email from QuickBooks through Gmail.

  • First of all, open an existing invoice in QuickBooks or create a new one.
  • Now fill the necessary fields with the relevant information and then select Save and send. It will open the preview window.
  • Next, from above the customer’s email address, select email drop-down.
  • After that, select Add Gmail address and then further select Connect Google account.
  • When the sign-in window appears, enter your Gmail address, and click Next.
  • Enter your Gmail password and click Next.
  • In the end, select Allow and you are all set to send invoices using Gmail in QuickBooks.

How to Set Up Webmail QuickBooks?

You can also use Webmail to set up an email service with the QuickBooks Desktop application. This mailing application was introduced in 2011 to bridge with Yahoo, Gmail, or various other emailing platforms.

  • Open QuickBooks and select Preferences from the Edit menu.
  • Now select Send Forms.
  • After that, select Webmail and then further select Add.
  • Provide the relevant information in the Add Email field and select OK.
  • In the end, select OK to set up webmail with QuickBooks.

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Need Professional Guidance?

The steps discussed in this post can help you to set up email service with QuickBooks. However, if you are not able to perform the steps appropriately, contact QuickBooks customer service at 1-(855)-856-0042 and talk to an expert. On connecting, you can get prompt and effective assistance to set up email service with QuickBooks.

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