Set up QuickBooks Email Service in QuickBooks Desktop

A Complete Guide to Setting up the QuickBooks Email Service in QuickBooks QuickBooks allows users to set up email service on QuickBooks Desktop. If you have already set up its email service, you can use it to send invoice to your clients, send and receive reports, and perform other transaction as well from your QB […]

Set up Email in QuickBooks Desktop

A Complete Guide to Setting up the QuickBooks Email Service in QuickBooks

QuickBooks allows users to set up email service on QuickBooks Desktop. If you have already set up its email service, you can use it to send the invoice to your clients, send and receive reports, and perform other transaction as well from your QB Desktop through your outlook or webmail id. This added feature makes QuickBooks accounting software even more useful for small and mid-sized business owners.

If you are yet to use this QuickBooks feature or you are facing any issue in setting up QuickBooks email service, this article is for you. We have created this article to inform you how to set up email service and fix some common QB email service errors. If you need any further detail or need support instantly, you can reach us at our QuickBooks Customer Support Number 1800-961-6588.

How to set up QuickBooks Email Service on QuickBooks Desktop?

Before proceeding, you need to prepare and set up your Microsoft Outlook profile.

You can use your existing Outlook profile or create a new one to set up your QuickBooks email service. You will also require Outlook username, password, incoming mail server address, outgoing mail server address, and incoming email server type. In case you don’t have these details, you can contact your ISP (Internet Service Provider).

Procedure to set up QuickBooks email invoices in Outlook and webmail

To continue this process you need to create an outlook profile first.

Here’s how:

  • First of all, you have to set up Outlook in QuickBooks Desktop:
  • After that fill your Username.
  • Then put your Password.
  • And then Incoming mail server address.
  • Now put your Outgoing mail server address.
  • And finally, put your Incoming email server type.

Your webmail password will not be accepted on QuickBooks Desktop

If you are logged in to your QB desktop and trying to send an email, you may receive a message that your password is incorrect and you would have to set up your password for your webmail account.

A Quick tip: If QuickBooks Desktop doesn’t have outlook:

  • Go to the QuickBooks Edit menu.
  • Click on Preferences.
  • Select Forms.
  • Choose Outlook and click OK.

QB 2018: Provides for Gmail and Hotmail/ Lives user in the UK, USA, and Canada.

QuickBooks 2017 R5 and newer versions: Provides for Gmail users for the USA only.

QuickBooks 2017, older and R4 version: No Secure Webmail available.
Important Note: If you wish to add Secure Webmail to your QB company file, you should set up a strong password for your file.

Steps to set up email service in Webmail

  • Connect with Secure Webmail.
  • Go to QuickBooks Edit menu and select Preferences and then Send Forms.
  • Choose WebMail and Click Add.
  • Type in your email address.
  • Click “enhance the security” checkbox.
  • Click OK.
  • Sign in after the Login Page appears.
  • Allow Intuit access.

Important: In hosted environments like the right network, you may have to sign in to your webmail account to send emails through QuickBooks software.

Your internet service provider determines the Webmail servers and port settings. QB can automatically furnish details for Gmail, Yahoo, and other common providers.

You can choose your email service provider in different emails if you use a different email. However, make sure you verify this with your ISP prior to setting up webmail in QB Desktop.

  • Go to QuickBooks Edit menu and select Preferences and Send Forms.
  • Select Webmail and click Add.
  • Provide Login credentials.
  • Click OK to save the changes.

Important:

QuickBooks Desktop, unlike the Secure Webmail, prompts you to provide your password the first time you use regular webmail to send an email.

In case of QB Desktop still doesn’t take your password, please know that webmail provider (Gmail, Yahoo, etc.) practice two-step verification and want users to check the account setting for the same.

If you are a Cox user: Cox’s standard SMTP setting is not to use SSL or login credentials when sending emails. QB Desktop prefers SSL connections and wants you to provide login information. Thus, using port 25 and no SSL connection with SMTP doesn’t function with QuickBooks Desktop. A different trick is to use SSL with port 587 or 465.

If you are CableOne users: Please use the following information since CableOne uses Google servers.

  • Email Address: Your Email ID
  • Email Provider: Gmail
  • Port: 587 or 465
  • SSL: Yes

We hope that you find this blog post helpful. In case you have any further query we are available 24×7 at your service.

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