How to Setup and Configure Email Services in QuickBooks Desktop?

QuickBooks enables users to set up and configure email services in QuickBooks Desktop for their convenience. On the QuickBooks Desktop, users can configure email service. You can use it to send invoices to clients, send and receive reports, and complete other transactions from your QuickBooks Desktop through your webmail id or outlook only when you have already set up its email service. The benefit of using QuickBooks accounting software for small and mid-sized business owners is increased by its new feature.

This article is for you if you have yet to use this QuickBooks feature or if you are having trouble setting up the QuickBooks email service. This article explains how to set up an email service and resolve some typical email service issues efficiently and hassle-free. By reading this article, you can set up the email services in QuickBooks desktop.

What are the Email Services in QuickBooks all about?

When you email from QuickBooks directly, it saves time and effort and is treated as one of the most crucial features of QuickBooks.

Often QuickBooks users experience problems in setting up email in QuickBooks. This is why today we will provide complete details regarding the setup process for an email in the QuickBooks Desktop.

Note: In order to set up email in QuickBooks, the information provided below is significant:

• Username and Password
• Outgoing and Incoming email addresses
• Incoming email server type

What are the Primary Email options Available in QuickBooks?

Often, users are unable to find the options for their specific email in the QuickBooks Desktop setup because of a few reasons. Add to it, that users can have alternate versions instead of the ones mentioned below.

Here are the three options to have a look at:

1. QuickBooks Email – This particular option is not usually preferred and liked by all the users.
2. Webmail – This particular feature bridges with Yahoo, Gmail, and other user email platforms.
3. Outlook – Those who have Microsoft Outlook running in their system can get Outlook support. It is the most preferred email support preferred by clients since it is more effective and easy to use.

Why do You Need to Configure Email Services in QuickBooks?

It goes without saying that QuickBooks is one of the best accounting software of all time and the email feature offers added benefits.

Here is why you need to configure email services in QuickBooks:

• The email feature sets payment reminders to all the clients via emails
• The user is empowered to import data from particular spreadsheets and add attachments not more than 2MB
• Send the estimates to the clients and direct email invoices with the QuickBooks email setup
• With this email feature, users can get details from the vendors and customers
• This feature allows users to share reports within departments and offices conveniently

Follow Step-by-Step Guide to Set up Email Service in QuickBooks Desktop

Before starting, you will be required to prepare and set up your Microsoft Outlook profile. To set up your QuickBooks email service you can use your existing Outlook profile or on other hand create a new one.

You will need the following details mentioned below,

• Password
• Outlook username
• Outgoing mail server address
• Incoming mail server address
• Incoming email server type

If you are not having the above-mentioned details then you can contact your Internet Service Provider.

Know the Procedure to Set up QuickBooks Email Invoices in Outlook and Webmail

If you want to continue this process you will require to create an outlook profile. To create outlook profile steps are mentioned below-

1. Firstly, you need to set up Outlook in QuickBooks Desktop.
2. Then fill your Username
3. After that enter your Password
4. And afterward Incoming mail server address
5. Now enter your Outgoing mail server address
6. Lastly, enter your Incoming email server type

QuickBooks Desktop Won’t Accept Your Webmail Password

In case you are signed in to your QuickBooks desktop and attempting to send an email, then you might receive a message that your password is invalid and that you need to set up your password for your webmail account.

Note: In case of QuickBooks Desktop doesn’t have outlook:

• In starting go to the QuickBooks Edit menu
• Then click on Preference and select Forms
• Lastly, choose Outlook and click on OK

Read About: QuickBooks Unable to Send Emails to Outlook

What are The Steps to Set Up an Email Service in Webmail?

1. Begin with connecting with Secure Webmail
2. Then go to the QuickBooks Edit menu and then select preferences after that send forms
3. Select Webmail and click on Add
4. Type your email address and after that click on enhance the security check box and click on OK
5. After the Login page displays, do sign in and allow Intuit access

The Webmail servers and port settings are decided by your internet service provider. For typical providers like Gmail, Yahoo, and others, QuickBooks can automatically supply information. If you use different emails, you can customize your email service provider. However, before configuring webmail in QuickBooks Desktop, make sure you confirm this with your ISP.

• Then go to the QuickBooks Edit menu and then select Preferences and then send forms
  
• After that select Webmail and then click on Add
  
• After that provide your Login credentials
  
• To save the changes click on Ok

If you use Cox: Cox’s standard SMTP setting is not to send emails using SSL or login credentials. You should enter your login details since QuickBooks Desktop prefers SSL connections. Therefore, SMTP over port 25 without an SSL connection is incompatible with QuickBooks Desktop. Using SSL with port 587 or 465 is a different trick.

In case you are a CableOne user: Use the following information since CableOne uses Google servers.

• Email Provider: Gmail
• Email Address: Your Email ID
• SSL: Yes
• Port: 587 or 465

Internet Service Provider (ISP) and Port Information

A table with information about different internet service providers and ports is mentioned below. To look out for exact codes and information, users can check out the below table.

Conclusion

Hope this article was able to solve all your queries and hopefully you are able to Set up Email Service In QuickBooks Desktop. Still, if you face any issue then for the further query you can call at help desk as they are available for you round the clock to provide you helping hand. QuickBooks online professional team is there for you to assist you with the best.

Accounting Professionals, CPA, Enterprises, Owners

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