On QuickBooks, at every specified juncture you need to send invoices; sending these invoices most preferably is done from your Gmail address. Know how to Send Email from QuickBooks through a Gmail Account. For wishing to send invoices from QuickBooks to your Gmail account, the first requisite is to connect the QuickBooks application to your respective Google account.
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Once you have ensured that the QuickBooks application has been connected to your respective Google account, you can choose to send the invoices of your customers from your Gmail ID or address.
The most beneficial aspect of connecting the QuickBooks application to your respective Google account is that you would be leveraging the easy management of all emails in one place.
This article will help you further with lucid steps on understanding how to send email from the QuickBooks application through your respective Gmail account or ID.
Before proceeding further on understanding how to send email from the QuickBooks application through your respective Gmail account or ID, you need to take note of the following pre-requisite conditions to do the same:
- You must have a valid Google account
- The Gmail ID must be in current use
- Each time you are executing the process, only one Gmail ID/address can be added
How to Set up the Gmail account in QuickBooks?
In order to utilize Gmail for transferring reports and forums from your particular QuickBooks Desktop, it is imperative to follow the steps given below to set up the Gmail account:
Step 1: Open the QuickBooks Desktop and click EDIT.
Step 2: Choose Send Forums and then My preferences.
Step 3: Check the box that says Email Later.
Step 4: From the list that says SEND EMAIL USING, choose Webmail and then select the Add icon.
Step 5: Enter your email information. Beside the Email Provider box choose Gmail.
Step 6: Save your email address and click OK.
Steps to Send Email from QuickBooks through a Gmail Account
Step 1: You can choose to either open an existing invoice or start creating a new invoice.
Step 2: Tap on Save and send after you have filled the necessary fields which will pop up in the preview window.
Step 3: You would locate a drop-down above the customer’s email, choose the From ▼.
Step 4: Hit Add Gmail address, followed by connecting the respective Google account.
Step 5: Input the Gmail ID or address on the sign-in window which appears and choose Next.
Step 6: Input the password you have specified for the respective Gmail ID entered on the previous step and tap on Next.
Step 7: Choose Allow to complete the procedure.
Feels like you know a lot more about how to send email from the QuickBooks application through your respective Gmail account or ID now? We hope that this article has taken you through a detailed journey on knowing how to send email from the QuickBooks application through your respective Gmail account or ID.
However, there might be some challenges that you may face while sending email from the QuickBooks application. In such scenarios, where you feel that sending email from the QuickBooks application through your respective Gmail account or ID is making trouble, look for any technical glitch that might be the reason.
If you still can’t fix how to send email from the QuickBooks application through your respective Gmail account or ID, no worries! Our dedicated QuickBooks Assistants are available for you 24*7. Ask for any related queries or difficulties regarding sending email from the QuickBooks application through your respective Gmail account or ID directly to our executives.
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Frequently Asked Questions (Faqs)
Can I Later Disconnect the Gmail ID/address Which I have Connected with my QuickBooks Account?
Yes, if you wish to disconnect the Gmail ID/address added to your QuickBooks Account at a later stage, you can do the same. For disconnecting the Gmail ID/address added to your QuickBooks Account you need to follow certain steps.
Before understanding the steps, note that once you have disconnected the Gmail ID/address which was added to your QuickBooks Account, invoices will be sent from the default email ID used earlier.
You can either choose to open an existing invoice or start creating a new invoice
Tap on Save and send after you have filled the necessary fields
Locate a drop-down above the customer’s email, choose the From ▼
Tap on Remove Gmail address
What is other Platforms to Use for Sending Invoices to Customers via QuickBooks?
Other than Gmail, another convenient platform that you can opt for sending invoices to customers via QuickBooks, is WhatsApp.
To share invoices over Whatsapp via QuickBooks, there are two parts of it; one is via desktop and the other one is via your Android Mobile.
Sharing Invoices over WhatsApp (Desktop)
Visit QuickBooks Online and choose to create an invoice
Once ready, tap on the tiny arrow icon which you can find next to Save and send
Choose Save and Share (WhatsApp)
Insert customer’s email if it wasn’t present on the invoice followed by the message which you wish your customer to take notice of on Whatsapp
Tap on Share and Close
Login to Whatsapp Web and choose the respective contact/customer to whom you wish to send the invoice
Hit on the send icon
The message received by your customer will have a link that will redirect them to the invoice that was created and they can view the same as well
Sharing Invoices over WhatsApp (Mobile)
Download the QuickBooks Online App and open it
Tap on the invoice which you wish to send from the below list
Hit Preview & Send
When you are on the preview screen, choose the WhatsApp button placed on the bottom right
When you are on the share screen, choose WhatsApp once again for the application to open
Look for the customer to whom you wish to send the invoice over Whatsapp and select it
On the chatbox, type out a message that you want your customers to see once you send them the invoice
Select the Send arrow