How to setup Gmail in QuickBooks

 

  • You can use your Gmail for QuickBooks transactions and reports.
  • First of all you have to create a Gmail account if you do not have already an account.

 

Step 1.

If you have the message – “Choose the email method,”
 

Step 2.

Then, you have to Click on – “Setup my Email now” tab.
 

Step 3.

In case, you don’t have the message, go to the Preferences under the Edit menu.
 

Step 4.

Under the Preferences menu click “Select Forms” on the left side of the window.
 

Step 5.

Now click My Preferences tab and click on Add button.
 

Step 6.

Under the “Add email info ” window, enter your Gmail address in Email id field.
 

Step 7.

In the drop-down list of Email Provider, select Gmail.
 

Note:

The STMP Server Details will be grayed out and automatically filled.
 

Step 8.

Click OK and your Gmail account will appear in the E-Mail Ids field. It will be set as the Current Default.
 

Step 9.

Click OK and you can Email a transaction or report for a test.
 

Note:

You may be prompted to enter your password one or more times before you send the forms when you launch the Windows or the QuickBooks. For security purpose, QuickBooks will not save your passwords to send the mails.
 


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