A Comprehensive guide to setup email in QuickBooks desktop
Are you looking for the exact process to set up email in QuickBooks desktop? Well, if yes, then you have landed on the right place. QuickBooks is one of the finest accounting software. One can combine this software with over 100 of products an avail various service. The user can setup QuickBooks email services on QuickBooks and also send an invoice or send and receive reports. Integrating email in QuickBooks desktop increases the efficiency of the software and also enhances its features.
In today’s article, we are going to share with the comprehensive guide to set up email in QuickBooks desktop. Thus, make sure to continue reading this article. However, in case you want a team of experts or certified professionals to set up email in QB for you, then in that case you can simply ring up at our toll-free number i.e. 1-800-761-1787, and ask our dedicated support team to do this for you.
Perks of QuickBooks email setup
Well, as we mentioned above that setting up email in QuickBooks desktop enhances its features and efficiency. Also, there are various other benefits of setting up email in QuickBooks namely:
- The user can easily email invoices immediately whenever the customer needs it
- It also allows the user to send customers payment reminders by emailing them invoices
- Another perk can be, it serves both as a storage and tracking device for client’s and vendor’s contact details
- Also, it helps the users in importing data from the spreadsheets
- The user can also make a list of the products that he/she deals with and send them to the vendors
Pre-requisites to setting up email in QuickBooks desktop
If you are looking forward to setup Outlook 2007 or Outlook 2003, then you might need the following information:
- Outgoing email server address
- Incoming email server address
- Incoming email server type
Email options in QuickBooks
Before discussing further, it is important to learn the email options in QuickBooks. It can happen that the user is unable to spot the options for their particular email at their QuickBooks desktop setup, due to some or the other reason. The user might have a different version other than the ones listed below. The system do not show each and every option in a few cases. The three options available are:
- Outlook: If you have the Microsoft Outlook installed already, then you can avail the outlook support. It should be noted that the outlook is preferred email client, as it offers more effective hold with much easily.
- QuickBooks Email: Another option is the QuickBooks email option. This option is no used that much and liked by the users. As the users usually prefer for the outlook option
- Webmail: The webmail feature was launched in 2011 in order to bridge with Gmail, Yahoo or any of the user own email platform
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Steps to setup email in QuickBooks desktop
The user has several options for email integration with QuickBooks namely Webmail, outlook, and QuickBooks email. Sometimes, Google mail (Gmail) users might face issues in pairing up with the web-mail option. To initiate the setup, the user is supposed to configure the QuickBooks with the email invoices, reports, and other transactions that are using the webmail, outlook, or Gmail etc. The user is also supposed to check and ensure that the MS Outlook is compatible with the version of QuickBooks or not. Let us check out the steps to be followed for different email setups one by one:
Step 1: Setting up Outlook
- The very first step is to create a new QuickBooks outlook email
- Or if an existing Outlook account has been used, then in that case move to the next step
- The next step is to gather information to set up outlook as the email client
- And then setup outlook in QuickBooks
- Followed by selecting the preferences option and then press send forms options, from the QuickBooks edit menu
- The last step is to select Outlook option and then hit OK button.
Step 2: Set up secure Webmail
Before starting with the steps to setup secure webmail, the user needs to check out the below tips:
- It should be noted that the newer versions of QuickBooks can use secure webmail. This will create an easier and safer connection to the email
- When it comes to secure webmail, it works when one link the Intuit account and the webmail account
- After it is linked, the user needs not to re-enter the password every time an email is sent
In case you are having the latest version of QuickBooks, then you can use the secure webmail. The connection via a secure webmail is only available for the following providers:
QuickBooks 2020 – Available for Yahoo mail, Windows Mail, Gmail, AOL, Hotmail, etc. (Mozilla Thunderbird Email Client*) *Supports plain text version in Mozilla.
QuickBooks 2019 – Available for Gmail, Yahoo mail, Windows Mail, AOL, Hotmail, etc.
QuickBooks 2018 – Available for Gmail & Hotmail/ live users in the US, UK, and Canada.
QuickBooks 2017 – R5 and newer versions are available for Gmail users in the USA only.
QuickBooks 2017 – R4 and Older version- The secure webmail option is not available for this particular version.
Following steps are for setting up webmail settings in QuickBooks desktop:
- To begin with the user needs to select Edit menu and then click on the send forms option
- And then select My preferences tab and then select the webmail radio out of the options that would be visible
- After that enter the email address that is to be used for QuickBooks emailing
- Followed by selecting SSL security checkbox
- Moving ahead, enter the correct SMTP server and port configuration and then hit OK button
- The last step is to send the email and check if the error is seen.
Step 3: Set-up email service in QuickBooks
- In this process, select the QuickBooks email settings
- And then select the QuickBooks email option
- The next step is to fill in the required information such as the email address, password, username etc
- After that fill in the required information and you are done.
Step 4: Setting up regular web mail
Before carrying out the below steps, the user is recommended to verify the server and port information with ISP. The steps involved in the process are as follows:
- The webmail servers and the port settings are governed by ISP
- And then user will have to fill the information for some of the most common providers like the Gmail, Yahoo, and Hotmail.
- The user can look for the server and the port information
Internet Service providers and port information list
Internet Service Provider (ISP) and Port Information:
|ISP (Internet Service Provider)||SMTP Server||SMTP Port|
|1AND1.com||smtp.1and1.com||587 (SSL enabled, with password)|
|AOL||smtp.aol.com||465 or 587 (see Note) (SSL enabled for incoming and outgoing mail server)|
|COMPUSERV||smtp.compuserve.comsmtp.aol.com||110 or 587|
|EARTHLINK||smtpauth.earthlink.net||25 (with password)|
|GODADDY||smtpout.secureserver.net||80, 25, or 3535|
|GODADDY with Office 365||smtp.office365.com||587 (SSL enabled)|
|MICROSOFT OUTLOOK 365||outlook.office365.com||587 (SSL enabled)|
|NETSCAPE||smtp.isp.netscape.com||25 (SSL enabled)|
|PRODIGY||smtp.prodigy.net||25 (SSL enabled)|
- And visit the preferences option and select send forms option from the QB edit menu
- The next step is to select the webmail and then hit the add tab
- Followed by enter the email address after selecting the provider from the drop-down menu
- The last step is to hit OK tab and you are good to go.
Cox users: The standard SMTP settings of Cox isn’t to use SSL or login information at the time of sending emails. QuickBooks desktop prefers SSL connections and needs log in information. Moreover, using port 25 and no SSL connection with SMTP doesn’t work with QuickBooks desktop. The alternative is to use SSL with port 587 or 465. It should be noted that if 465 doesn’t work, then the user needs to change the port to 587. The user needs to ensure that SSL is enabled when trying both ports.
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We come to the end of this post, and hope that the information shared in above might help you in setting up email service in QuickBooks desktop. However, if you are facing any sort of issue, then feel free to call us anytime via our toll-free number i.e. 1-800-761-1787.
Our experts and certified QuickBooks enterprise support team will be happy to assist you in the process. Thus, do not hesitate in calling us anytime!
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