Setting up email services in QuickBooks desktop involves a few simple steps. Email services have eased the process and also enhanced the efficiency of the software and also enhances its features. This feature allows the user to send an invoice or send and receive reports. In today’s post, we are going to discuss the process to setup and configure the email services in QuickBooks desktop. Email services in QuickBooks desktop serve as both storage and tracking device for clients and vendors contact details.
For more details, make sure to read this post till the end. Or you can also get in touch with our QuickBooks professionals, as our experts will be there to assist you. All you need to do is to ring up at our toll-free number i.e. +1800-761-1787, and you are good to go.
Steps to set up email in QuickBooks desktop
The user can carry out the steps below to setup QuickBooks email via outlook. The user’s outlook profile can easily link to QuickBooks in order to send invoices, estimates, reports to the vendors and clients and they go as PDF attachment with the email.
- The user will have to first configure the outlook with the email address that they wish to use for emailing from QuickBooks.
- And then open the QuickBooks and also open Edit menu from the menu bar on the top.
- The next step is to select the preferences tab and then choose send forms.
- Now, visit my preferences tab and then choose the outlook radio out of the three options.
- The next step is to close the preferences window and try emailing something to yourself.
Now that you know what the steps to setup email services in QuickBooks desktop are, we hope that you will successfully setup and make the best out of the QuickBooks email services.
However, in case of any query, or in case you encountered any error, feel free to call us anytime, as our experts and certified QuickBooks support team will be happy to help you. Ring up at our toll-free number +1800-761-1787, and get answers to all your queries.
