How to set up your Email Service in QuickBooks Desktop

 

  • you can setup your email invoices, reports and other transactions to your QuickBooks Desktop using your preferred email either by using Outlook or Webmail. but you have to make sure that your outlook is fully compatible with the version of your QuickBooks.

  • Before proceeding, you have to set up your Outlook profile. (Ignore this step if you’ve already completed)

 

To set up Outlook in QuickBooks

 

To set up Outlook 2003 and Outlook 2007, you should need the information given below:-

 

  • Username
  • Password
  • Incoming email server address
  • Outgoing email server address
  • Incoming email server type

 

Now follow these steps:-

 

Step 1.

Go to Edit menu, click Preferences and then select Send Forms.
 

Step 2.

Tick the Outlook radio under the My Preferences tab and click OK to close the window.
 

To set up Webmail in QuickBooks.

Webmail works with different servers as well as Poet settings which are determined by the ISP (Internet Service Provider). It is advisable to verify the settings with ISP as these settings are often changed.

 

Now follow these steps:-

 

Step 1.

Go to Edit menu, click Preferences and then select Send Forms.
 

Step 2.

Tick the Outlook radio under the My Preferences tab and click Add.
 

Step 3.

Now fill out the Add Email info screen.
 

Step 4.

And now click OK and save your Preferences.
 

Note:

By using this Preferences, QuickBooks will prompt you to enter your Webmail password while you trying to send the mail first time.
 


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