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

Depending on the email service you use, follow the procedure listed below to set up emailin active in QuickBooks for delivering invoices, reports, and other forms.

Learn how to configure Gmail, Outlook, and other email clients in QuickBooks by following the below steps:

  1. Open the QuickBooks application on the server.

    Open the QuickBooks

  2. Click on Open or restore an existing company to browse and open your project file.


  3. From the menu bar, select Edit and click on Preferences.


  4. Click on Send Forms and choose Web Mail under SEND E-MAIL USING field.


  5. Click Add.



  6. Enter the following details and click OK.
    E-mail IDEnter your email address.
    E-mail ProviderChoose the e-mail provider for the E-mail address entered.
    Server NameEnter the server details provided by your hosting provider. For Example: smtp.outlook.com
    PortEnter the Port number.


  7. A login window will appear. Enter your intuit account credentials and click Sign-in to complete the process.


Benefits: Here’re the 5 benefits of setting up email in QuickBooks:
  • Streamlined Communication: Integration makes it possible for you to email invoices, quotes, and other crucial documents right from QuickBooks, saving you time and effort.
  • Professional Image: Branded communications and personalized email templates improve your professional image, making a good first impression on clients and consumers.
  • Saving time and money: Automating email operations in QuickBooks gets rid of manual work, which lowers mistakes and frees up time for more useful pursuits.
  • Enhanced Efficiency: By integrating your email account with QuickBooks, you can access and manage all your email correspondence there, keeping it all organized and simple to find.
  • Enhancing client Service: Effective email communication provides rapid replies to client inquiries, enhancing loyalty and general customer satisfaction.
Conclusion: To make sure everything is functioning properly, don’t forget to verify your email settings in QuickBooks by sending a sample invoice or report. If you’re still having trouble setting up your email and would need more help, feel free to contact us at +1-855-223-4887.