How to Setup and Configure Email Services in QuickBooks Desktop?

Are you in search of the process to setup and configure email services on QuickBooks desktop? If yes, then you have stopped by the right page. Sending mails directly from QuickBooks saves a lot of time, and also considered to be the most effective features of QuickBooks avail of this feature, the user needs to set up email services on the QuickBooks desktop. This can be done by carrying out certain steps, which will be discussed later in this post.

how to setup email in quickbooks

To unleash the steps involved, continue reading the post. Or you can also connect with our accounting professionals directly at 1-844-405-0906. We are a team of certified professions, who will guide you through the process to setup and configure email services without any hassle.

Requirements for QuickBooks email service

Before starting with the steps, the user can check out the below requirements as well:

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

Steps to set up email service in webmail

Secure webmail can be used by the QuickBooks desktop latest version users. It should be noted that the secure webmail is only available for certain providers, which include:

  • QuickBooks 2020, 2019: This one is available for Gmail, Yahoo mail, Windows mail, AOL, Hotmail, etc.
  • QuickBooks 2018: This is available for Gmail/Hotmail live users in US, UK, and Canada
  • QuickBooks 2017: R5 and latest versions can access this option, but only for Gmail users in USA
  • QuickBooks 2017: R4 and earlier versions, this option is not available

The user can carry out the steps below, in order to set up webmail in QuickBooks desktop:

  • First of all, the user needs to connect with secure webmail
  • And then, in the new version of QuickBooks edit menu, the user should go for preferences and then click on send forms
  • After that, choose webmail and click on add tab
  • The next step is to enter the email address
  • And also, enhance the security checkbox
  • Now, hit ok tab
  • Moving ahead, the web page provider login page will display on the screen
  • And, it is recommended to sign in to this login page
  • The last step is to grant intuit access

Towards the end, we believe that the steps above might help in setting up email services in QuickBooks desktop. However, if you are stuck at any point of time, or you need any sort of technical assistance, then in that case, do not think much in consulting our QuickBooks premier support number at 1-844-405-0906. Our team will ensure to answer all your queries and resolve all your issues instantly.

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