You might be aware of the hassles you face while sending invoices and financial reports to a colleague or a client. It might be a tedious process for you. In general, you might be first trying to print the same, scan it, and then send it as an e-mail attachment to the concerned person. However, to your surprise, QuickBooks can reduce your scanner issues if you take up the feature to set up email. Follow this blog to have detailed information about it.
What Is Meant By QuickBooks Default Email Setup & What Are Its Requirements?
You can use the QuickBooks Email Setup feature of QB Desktop so that you’ll be able to email the necessary documents like invoices, reports, and transactions to your team members within QuickBooks. It would save a lot of your time and effort that wouldn’t be possible with the traditional method. However, you must consider the following considerations before you try to add an email to QuickBooks.
- Your Username
- A strong Password
- Incoming email server address
- Incoming email server type
- Outgoing email server type
What Are The Benefits Of QuickBooks Email Setup?
Below we have mentioned the major benefits that you can get from QuickBooks Default Email Setup:
- You no longer need to go to your mail client every time you want to send an email.
- You would be able to do a direct transfer of Invoices, Payment Reminders, etc to clients or within workplace departments directly from QuickBooks.
- It also allows you to import data from spreadsheets.
- No doubt, you end up saving a lot of your time and cost that you would otherwise spare on maintaining a record and storage space.
How To Setup Email In QuickBooks Desktop?
Follow the below-given steps if you want to set up QuickBooks Desktop Email:
- Firstly, you have to go to the QuickBooks Desktop application and select the Edit option.
- A dropdown will appear on your screen. From there, you have to click on Preferences.
- It will follow a window where you need to search for the Send Forms option and click on it.
- Now, click on Add, and it will pop up another window on your screen.
- After that, enter the required information and click on OK.
- To check, try to email an invoice or a report.
What Are The Steps To Set up QuickBooks Email via Outlook?
Follow the below-mentioned steps if you want to do a QuickBooks Online Email Setup via Outlook.
- Firstly, you need to open QuickBooks and go to the Edit menu.
- From there, Choose Preferences followed by the Send Forms option.
- Select the Outlook option under the My Preferences tab and click on OK.
How Can You Change Email In QuickBooks?
If you want to know the method that will help you correct email in QuickBooks, in that case, you have to update the same in the Company Information window.
- To begin, go to the Company Menu and click on My Company.
- Type the email address that you want to update in the Email section.
- Lastly, click on OK.
Need Technical Assistance For QuickBooks Email Problems!
At the end of this blog, we hope all your queries have been answered related to the process of QuickBooks email setup. However, if any query persists and you need expert’s assistance, then we suggest you give us a call on our Toll-Free Number +1-855-948-3651.
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