Step-by-Step Email Setup for QuickBooks Desktop Users

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Posted 2025-08-18 08:40:47

Users of QuickBooks Desktop can forward their important documents in the form of reports, invoices, transactions etc. through emails. This is possible due to the QuickBooks Email Setup tool. This blog shall enumerate all the steps you need to follow in order to setup email services in QuickBooks Desktop. So, stay glued to this article till the end.

Advantages of setting email services in QuickBooks Desktop

The main advantages to setup email services in QuickBooks Desktop are:

• The user won’t need to connect to the email client every time when sending the email.

• Direct QuickBooks transfer of invoices, payment reminders, and other documents to clients or between office departments.

• It is a feature that allows data import from spreadsheets.

• It saves significant time and resources to keep records and paying for storage.

Crucial Points related to setting up Email Services in QuickBooks

• Set up the latest QuickBooks updates.

· QuickBooks will not ask for email password every time you login. For this, just link the Intuit account to the webmail.

Procedure to setup Email Services in QuickBooks Desktop

The steps are:

• The very first step is open and run QuickBooks.

• Then, hit a click on Edit tab.

• Here, go for Preferences.

Press enter or click to view image in full size

Here, click on the Send Forms option.

• And then hit on Add and incorporate all the important details.

• Later on, hit on Ok.

• When done, try to send an email. It should work fine.