Direct emailing from QuickBooks saves a lot of time, effort, and is regarded as one of the most effective features of QuickBooks. Some of the QB users face difficulty in setting up email in QuickBooks. In this particular post, we will be discussing the processes to set up email services in QuickBooks desktop. The user might require the following information for setting up email in QuickBooks: 

Steps to set up outlook

If you are planning to use outlook, you can follow the steps below to set up outlook: 

  • First of all, the user needs to create a new QuickBooks outlook email. 

  • In case already having, then move to the next tab. 

  • Now, gather the information to set up outlook as the email client. 

  • The next step is to setup Outlook in QuickBooks desktop.

  • And also, user will have to select preferences and then press send forms, and from the QuickBooks edit menu. 

  • And the last step is to select outlook and hit ok tab. 

Steps to set up email service 

  • The user is supposed to set up email service in QuickBooks and select QuickBooks email settings. 

  • After that, QuickBooks email option can be used by the users that have any of the active intuit services. 

  • The next step is to fill in the information needed. 

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