How to Setup email in QuickBooks Desktop

QuickBooks is a desktop software that helps you manage the books and accounts of your organisation. There are numerous features and functions in the QuickBooks Desktop software, and one of them is the email feature.

In this particular post, you will get to know more about:

  • Email setup in QuickBooks
  • Benefits of QuickBooks Email setup
  • Requirements for QuickBooks Email Setup
  • Methods to setup emailing services in QuickBooks

So without wasting any time, you should start reading about the same so that you will get to know more about the value that email setup in QuickBooks bring to the whole thing and makes the accounting of your organisation super easy and efficient for you.          

Email Setup in QuickBooks

The reason behind the success of the QuickBooks Desktop software is the different features and functions that help you manage the accounting and makes it super easy for you. Setting up the email saves you a lot of time and effort and also automatise the whole thing.

It entirely depends on the user which OS or the Email that he or she is using to run their QuickBooks Desktop software and the Intuit acknowledges that and allows them to choose from the three options that they have specifically created are as follows:              

  • QuickBooks Outlook: Most people use Microsoft Outlook to send the mail to their clients that is one of the most regular and user-friendly software for a corporate setup. And for that, you can always avail the Outlook Support from the Intuit for your QuickBooks Desktop software.
  • QuickBooks Email: QuickBooks Email is one of the least liked methods of the users because no one starts using a new email just because of the software. However, if you are doing setting up a new company, you can always opt for this particular option.
  • Webmail: This one is one of the favourites for the freelancers and the Small sized businesses and organisations because with this particular one you can use your Gmail or Yahoo account.

These are the few options that you can buy for the email setup in QuickBooks Desktop software. Now that you know the different variety of it buy from you should always learn about the benefits of QuickBooks Email Setup which is what our next segment is all about so please give a careful read to understand the whole thing properly.

Benefits of QuickBooks Email Setup

Like already mentioned, QuickBooks Desktop software is full of different functions and features for your benefit. The benefits of the QuickBooks Email Setup are as follows:

  • The QuickBooks email setup helps you to send the direct email invoices and the estimates to the clients.
  • You can also send the payment reminders that are due to your clients via the QuickBooks Email setup.
  • The feature can also help you to know the details of your customers, clients and vendors.
  • You can also share the different reports of the financial aspects of your organisation within the organisation to other departments.                                                     

These are the benefits that you can take advantage of by setting up the email in your QuickBooks Desktop software. Now that you know the kind of benefits you will get, you must know about the requirements that you need before setting it up.

Requirements for QuickBooks Email Setup

For setting up the QuickBooks Email Setup, you need to have:

  • Username and Password
  • Incoming email server type
  • Incoming email server address
  • Outgoing email server address

These are a few requirements that you need for setting up the email in QuickBooks Desktop software. Now you should learn the methods to setup emailing services in QuickBooks Desktop software which is what is our next segment is all about so give it a good read.

Methods to setup emailing services in QuickBooks

The methods to set up the emailing services in QuickBooks are as follows:

  • To begin with, you need to go ahead and open the QuickBooks email settings in your QuickBooks Desktop software.
  • The QuickBooks email can only use by the users that have already activated the Intuit services.
  • After that, you just need to sign up and fill in the credentials for the login that are already there in the previous segment.                                                                  

These are the Methods to setup emailing services in QuickBooks Desktop software.

Conclusion

In conclusion, QuickBooks is a software that is known as one of the best accounting software from the time that it got launched. The whole idea of this post is to introduce you to the benefits of QuickBooks Email setup in the QuickBooks Desktop software. Hope that this post will help you to learn about the importance of setting up the email in QuickBooks Desktop support.

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