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Perfect Guide on Setup Email in QuickBooks Desktop



QuickBooks is a popular accounting software that helps businesses keep track of their finances and manage their day-to-day operations. One of the many useful features of QuickBooks is the ability to send invoices, receipts, and other important financial documents directly to clients and customers via email. If you’re not using this feature, you’re missing out on a quick and easy way to communicate with your clients and get paid faster.

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In this article, we’ll show you how to add an email to QuickBooks so you can start sending invoices, receipts, and other financial documents directly to your clients. Here’s what you need to do:

  1. Set up your email account: Before you can send emails from QuickBooks, you’ll need to set up an email account. You can use any email provider you like, such as Gmail, Yahoo, or Microsoft Outlook. Once you’ve set up your email account, make sure you’ve added the necessary email settings in QuickBooks.
  2. Go to the Edit menu: From the QuickBooks main menu, go to the “Edit” menu and select “Preferences.”
  3. Choose the “Send Forms” option: From the “Preferences” menu, select “Send Forms.” This will open the “Send Forms” settings screen.
  4. Add your email account: On the “Send Forms” screen, you’ll see an option to add an email account. Click on the “Add” button and enter the email address and password for the account you want to use.
  5. Test your email account: Once you’ve added your email account, you can test it to make sure it’s working properly. To do this, simply click on the “Test” button and QuickBooks will send a test email to your email address. If you receive the test email, your email account is set up correctly.
  6. Choose your default email account: If you have multiple email accounts set up in QuickBooks, you can choose which one you want to use as your default email account. To do this, simply select the email account you want to use and click on the “Make Default” button.
  7. Start sending emails: Now that you’ve set up your email account, you’re ready to start sending invoices, receipts, and other financial documents directly to your clients. To do this, simply go to the “Invoices” or “Receipts” menu, select the document you want to send, and click on the “Email” button. QuickBooks will automatically send the document to your client via email.

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In conclusion, adding an email to QuickBooks is a simple and straightforward process. By following these steps, you’ll be able to start sending invoices, receipts, and other financial documents directly to your clients, saving you time and helping you get paid faster. Whether you’re a small business owner or a freelance worker, QuickBooks is a powerful tool that can help you manage your finances and grow your business. So don’t hesitate to take advantage of its email features and start sending emails today!

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