How to Directly Send An Email from the QuickBooks Software

Do you want to learn how to set up QuickBooks so that you can directly send emails using the software? It is what the blog will help you with. In QuickBooks, there are different types of reports and transactions that display different sets of data and information about the business. You can directly send transactions to a client or a colleague when you need to. It means that the QuickBooks application integrates with MS Microsoft, allowing you to send emails directly to the client within the application. To be able to email or make transactions from the application directly, you need to make some setup in Outlook. How can I configure it? You can do this using Outlook and webmail. Read the complete document below to learn what steps you need to take to set up the software.

If you face any issues or need professional assistance, call +1(855)-738-0359 and ask an expert for help. The team has years of experience and will give you the best resolution.

What are the Advantages of Using Outlook with QuickBooks

Let us learn how integrating QuickBooks and Outlook can make you an intelligent user:

1. When you send an email of your company transaction to another person, adding  Outlook with QuickBooks will reduce the time of selecting file(s) and switching apps now and then. 
2. By replying quicker, you can provide better service to your customers, increasing your efficiency in responding to a more significant number of clients.
3. Outlook has added features such as images, templates, logos, etc., which make integration more communicative and professional.

Stepwise Procedure to Setup the Outlook with QuickBooks

Take the steps below to set Outlook with QuickBooks to send emails to your client quickly. If you don’t set the settings properly, you can end up getting errors such as QuickBooks Outlook is not responding Error. So. follow the instructions carefully:

Step 1: Collect Essential Information

First, you will need to gather a few essential pieces of information, which are given below. For this, you can contact either your internet service or email provider:

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

Step 2: Set Up Outlook 

Once you have the above information, do this:

1. Open QuickBooks.
2. Navigate to the Edit menu.
3. Click on Preferences. 
4. Then, select Send Forms.
5. Hit the Outlook option, then OK.

Recommended to Read : Expert Troubleshooting Tips to QuickBooks Payroll Update Error PS038

The procedure of Setting Up Webmail to Send Emails with QB

You need to keep a few things in mind here, such as verifying webmail servers and port settings with the ISP. Then follow these steps:

1. Go to the Edit menu in QuickBooks.
2. Then, hit the Preferences option. 
3. Choose Send Forms.
4. Now, click Web Mail. 
5. Press the Add button to add it as a mail service.
6. Here, fill out your Add Email information, then click OK.
7. Save your changes by hitting the OK button. 

 Through this blog, you can learn how to send emails directly using QuickBooks without needing to change the tab or window. The two services you can use are Outlook and Webmail. If you have any queries or doubts about the blog, call +1(855)-738-0359 and ask a professional to clarify your doubts.