How to setup email (Gmail, Outlook, and others) in QuickBooks

In order to enable email delivery of invoices, reports, in QuickBooks, you need to follow the steps outlined below. It will mostly depend on the email service you use. In this blog, we will discuss how to setup email in QuickBooks.

Follow these steps to learn how to setup email in QuickBooks (Gmail, Outlook, and other):

• Select the server-side in the QuickBooks application.
• Start QuickBooks.
• Click Open or restore an existing company to view and open your project file.
• Now, Choose Edit from the menu bar, and then click Preferences.
• In the SEND EMAIL USING box Select Web Mail after clicking on Send Forms.
• Press Add.
• After entering the details Click OK
• There will be a window for login. To finish the process, enter the credentials for your intuit account and click Sign-in.

What are the advantages of QuickBooks?

• Constant Communication: With the help of Integration you can save a lot of your time and effort. It will help you in email quotations, invoices and other important documents directly from QuickBooks.
• Reputation: As a QuickBooks provider, it is very important that you create a positive first impression on customers and clients. This will help you in being the user’s favorite. One of the easy ways to be a reputed provider is by using branded communications and customized email templates.
• Time and money Efficient: In order to reduce human labor, reduce errors and free up your time which can be used for other productive work. QuickBooks allows email operations to be automated. With automated operations you can have efficiency in work by saving your time and your pocket won’t feel heavy.
• Enhanced Efficiency: Just by linking your email account you can easily access and manage all of your emails and other important documents. This keeps the flow of communication smooth and enhanced.
• Increasing customer happiness and loyalty: With quick assistance to your customers, you can become a user favorite. In order to make your customer happy and increase your daily number of clients, you can reply instantly.

Conclusion

As we end this article, I hope your doubts are clear. However, make sure everything is working out in the best way possible. You can check this by sending a sample invoice and see if your email settings are working out.