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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, […]


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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.

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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 Email Invoices in Outlook and Webmail

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

Important Note: In case you want to add Secure Webmail to your QuickBooks company file then for that you have to set up a strong password for your file.

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

Important: In facilitated conditions like the right network, you might need to sign into your webmail account to send email through QuickBooks software.

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
    QuickBooks email service set up
  • After that select Webmail and then click on Add
    QuickBooks email service set up
  • After that provide your Login credentials
    QuickBooks email service set up
  • To save the changes click on Ok

Important: When you use ordinary webmail to send an email for the first time, QuickBooks Desktop asks for your password, in contrast to Secure Webmail. Please be aware that webmail providers (such as Gmail, Yahoo, and others) practice two-step verification and ask customers to verify their account settings if QuickBooks Desktop is still not accepting your password.

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.

SP (Internet Service Provider)SMTP ServerSMPT Port
1AND1.comsmtp.1and1.com587 (SSL enabled, with password)
ADELPHIAmail.adelphia.net110
AOLsmtp.aol.com465 or 587 (see Note)  (SSL enabled for incoming and outgoing mail server)
BELL SOUTHmail.bellsouth.net110
COMCASTsmtp.comcast.net587
COMPUSERVsmtp.compuserve.comsmtp.aol.com110 or 587
COX Businesssmarthost.coxmail.com25
COX CENTRALsmtp.central.cox.net25
COX EASTsmtp.east.cox.net25
COX WESTsmtp.west.cox.net25
EARTHLINKsmtpauth.earthlink.net25 (with password)
GODADDYsmtpauth.earthlink.net80, 25, or 3535
GODADDY with Office 365smtp.office365.com587 (SSL enabled)
LYCOSsmtp.mail.lycos.com25
MICROSOFT OUTLOOK 365outlook.office365.com587 (SSL enabled)
NETSCAPEsmtp.isp.netscape.com25 (SSL enabled)
PRODIGYsmtp.prodigy.net25 (SSL enabled)
ROADRUNNERsmtp-server.sc.rr.com587
SPRINT PCSsmtp.sprintpcs.com25
VERIZONoutgoing.verizon.net465
VERIZON YAHOOoutgoing.yahoo.verizon.net465

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.

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Frequently Asked Questions (Faqs)

Does QuickBooks Prompt You to use the Webmail Password the First Time an Email is Sent using the Webmail?

Unlike Secure Webmail, QuickBooks prompts you to type in the webmail password the very first time a user sends an email using the webmail.

Can the Email Feature in QuickBooks Send Payment Reminders to the Customers?

Yes. The email feature can send payment reminders to all of your customers.

The QuickBooks Email Feature Allows Attachments up to How much?

The email feature in QuickBooks allows importing data from spreadsheets and adding attachments that are no more than 2 MB.

What are the Requirements of the QuickBooks Email Setup?

Here are the requirements for QuickBooks email setup:

Email address
Username and Password
Details of the server along with Incoming and Outgoing email settings

How to set up Office 365 email in QuickBooks?

In the starting, first, you have to go to QuickBooks and then select Preferences
Select the icon of Email
Then to send emails using, you have to select Custom
On your screen, a list of Email Accounts will appear. This list will only be full if you have entered any email accounts and in case you haven’t then the list will be empty
To add a new account select the + icon
Then add an account name, then from your email provider add the settings
If you want to add any other account then repeat the same steps for any other accounts too.

Can QuickBooks desktop automatically email reports?

QuickBooks Desktop is having a feature that is Scheduled Reports. This feature helps users to email reports on a daily and recurring scheduled time.

How to fix QuickBooks email?

Press Window+R keys simultaneously
The run command will open on your screen.
Type control panel there
When the control panel will open, then go to Programs and Features
From there choose QuickBooks and click on Uninstall/Change
Click on continue and then on Next
Then select Repair and then click Next
After finishing click on ok

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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