How to setting up email with QuickBooks Desktop using outlook

The QuickBooks Desktop version of Intuit QuickBooks allows users to configure an email service. Time and effort are greatly reduced by the service of sending emails directly from QuickBooks. With the aid of an Outlook or Webmail account, users can also send and receive reports, and invoices to clients, and complete other transactions. You can accomplish this by setting up an email with QuickBooks using Outlook to send an email.

Steps to Configure Outlook to Work with QuickBooks

However, some users find the QuickBooks Email Setup process to be a challenging task. Here, we’ll go over the best drills for learning how to configure email in QuickBooks.

Step 1: Creating an Outlook profile

Your Outlook experience depends on your profile. The accounts, data files, and settings that define where your email messages are saved make up the profile. Do the following to create a new profile:

• Choose File > Account Settings > Manage Profiles in Outlook.
• Select Add > Show Profiles.
• Type a name for the profile in the Profile Name box, then hit OK.

More (non-exchange) mail accounts, like Gmail or Live.com, can be added to your profile. Alternatively, you can alter the settings for your account’s data files.

Step 2: Speak with your internet or email provider to obtain the following information

• Username, Password, and the email server used for incoming mail
• email server for incoming messages
• Server for sending email
• Activate Outlook in Step 2.
• Select the Edit option in QuickBooks.
• Go to Preferences and click Send Forms.
• Pick Outlook, then click OK.

Web Mail, Outlook, and QuickBooks email are all supported by QuickBooks Desktop for email transmissions. Here are some potential reasons why Outlook may not be listed as an option:

• You are utilizing an outdated version of QuickBooks that does not support Outlook.
• Outlook’s installation is broken.
• In Microsoft Outlook, your profile is not configured.
• The preferred email client isn’t Outlook.
• The office is not set up by your service provider as a hosted application, and your QuickBooks is hosted in the cloud.

Read more: QuickBooks is Unable to Send Emails to Outlook

Benefits Of QuickBooks Integration with Outlook

You can connect with people or clients on Microsoft Outlook, a digital platform. It is a program for email. The most widely used or trusted server in the world is Microsoft Outlook.

Microsoft Outlook was also preferred by most QuickBooks users due to its ease of use. The following benefits are listed below:

• Improved Connectivity:
  Your mobile phones are connected to MS Outlook, which is more than just an application. With the help of this feature, you can send, receive, read, and write emails at any time and from any location in the world. 
• Easily Connect to the World:
  There is no specific division in MS Outlook Calendar that prevents you from sharing your calendar with whomever you choose. You can create a calendar for your customers and distribute the details to them. 
• Platform for Collaboration:
  You can manage websites using a variety of tools thanks to the collaborative platform called SharePoint in Microsoft Outlook. 
• Secure:
  MS Outlook keeps you informed and offers high-level security services. 
• Easy Availability:
  This application allows you to find contacts by simply searching for keywords.

Read more: QuickBooks Could Not Connect to Email Server Error

Conclusion

Microsoft Office is good for all types of businesses, and it’s even better for QuickBooks Steps to Integrate Microsoft Outlook Email with QuickBooks Hope this article has provided enough information about MS Outlook To configure MS Outlook in QuickBooks, you need to follow the steps above. If you encounter any issues or errors that bother you, this article also contains solutions. If you’re still having trouble with a process, you can seek help from a QuickBooks expert. 

General FAQs: