If you’ve set up an email already, go to the Edit menu.

While setting up the email in QuickBooks, go to QuickBooks Email Settings.

QuickBooks’ email service can only be used by users who are already using Intuit’s services like IMS, QuickBooks Payroll, QuickBooks Enterprise Full Service Plan, Accountant’s Copy File Transfer, etc.

Send an email to yourself to test the sync.

Enter the SMTP Server and Port Configuration.

Enter the details of the email address you wish to sync.

Click on the Web Mail radio button from My Preferences tab.

Navigate to the left pane and click on Send Forms.

Steps to Sync QuickBooks with Secure Webmail The steps are similar to the ones explained above but might differ in terms of SMTP Server, Port Configuration, and SSL Security for different email providers.

If you prefer using email services from Gmail, Hotmail, or Yahoo – integrate your webmail account with your QuickBooks solution to send emails directly within the software.

Test if the sync is successful by sending a test email to yourself.

From My Preferences tab, select Outlook, and enter the details.

Gather the following information from your internet or email provider: Configure your Outlook email account that you wish to use (if not done already).Ģ. Some features offered by Microsoft Outlook are:ġ. Its user-friendly UI helps businesses manage clients and communicate well within teams. So, integrating it with QuickBooks will not require the employees to learn something new.

Microsoft Outlook is the most widely used email service by medium and large corporations. Note: Cloud-hosted version of QuickBooks also supports integration with these email services. In this post, we will discuss email services that sync well with QuickBooks (Pro, Premier, Accountant and Enterprise versions) and the benefits of this functionality. QuickBooks can be easily integrated with hundreds of applications, including email services such as Outlook, Hotmail, Yahoo, etc. Hence, the integration of your QuickBooks with the email services that you are using automates the flow of information, reducing human errors. Moreover, the accounting process also involves the sharing of financial information with the clients regularly through emails. Most accounting firms use QuickBooks as their accounting software to accomplish tasks like invoicing, payments, and reporting.

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