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A Step-by-Step Guide to QuickBooks Setup Email

 If you are a QuickBooks user, then you will definitely know the importance of integrating your default email client with QuickBooks to provide it the ability to send and receive emails. Once enable QuickBooks to send and receive emails, you can not only exchange emails but also other important business documents like forms, receipts, and statements. You only need to setup email once and you can use it until QuickBooks is installed on your system. Here in this article we are going to discuss a detailed method to QuickBooks setup email along with the list of requirements that you need to fulfill to complete the email integration. For complete info follow the entire article until the end.

Need help with QuickBooks setup email client! Dial (855)-526-5749 and talk to the certified QuickBooks Desktop experts who will you with your query as soon as possible



Necessary Requirements that you need to Know before QuickBooks Email Setup Outlook 

  1. First and foremost you need to install an email client like Outlook or Mozilla Thunderbird on your computer.
  2. Username and password of the email address that you would like to add.
  3. Server address and type of the incoming email.
  4. Server address of the outgoing email.

How to Setup Email in QuickBooks?

Follow the set of instructions listed below to QuickBooks email setup office 365. Just make sure you have fulfilled all the necessary requirements and you have QuickBooks email setup server name handy with you.

Step 1: Configure Outlook in QuickBooks

  1. Open QuickBooks and click the Edit tab at the top.
  2. Now select Preferences and hit Send Forms option.
  3. Now choose Outlook and finally click OK.
  4. 4Save the changes and follow the next step.

Step 2: Set up Secure Web Mail in QuickBooks Desktop

  1. Open QuickBooks and from under the Edit tab click Preferences.
  2. Click Send Forms and choose Web Mail .
  3. Now click Add and locate your email provider from the drop-down list.
  4. Now type your email address and select the Use Enhanced Security option.
  5. Click OK to save the changes and your QuickBooks is ready to send emails now.

There are possibilities that you might get an error while you QuickBooks setup email and in such cases we suggest you dial (855)-526-5749 and get in touch with certified QuickBooks Desktop experts who will help you resolve any error that you encounter during the email integration process.


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