Sending payroll data, reports, or transactions in QuickBooks might be difficult. To accomplish this, you must print the payroll data you wish to export, scan, and email them as an attachment. But you can make this process easy by setting up email in QuickBooks via Webmail or Outlook. 

 

By setting up that feature in QB, you can easily send your data, reports, and checks to your colleagues, clients, or employees; if you don't know how to 'setup email in QuickBooks Desktop,' follow this guide till the end. Below, we provide a step-by-step guide to configure the email address in QuickBooks. 

 

It can be difficult for you to set up email services in QuickBooks. If you feel the same, give us a call on +1(855)-738-0359 and let our team of QB specialists help you 

 

Here's How to Setup Webmail and Outlook in QuickBooks Desktop

 

The accounting process involves multiple tasks, including sharing essential data with clients/customers, or employees. In QuickBooks, you can easily share this data using the email feature by attaching the reports, invoices, or other data. First, you must use this feature to set up email using Webmail or Outlook. Below, we are discussing both ways to start using the email services in QuickBooks; make sure to follow each step with extreme: 

 

Use the Email Services by Setting up Webmail in QuickBooks 

 

Using Webmail as an email service offers various benefits, like sharing any data with your customers/clients and accessing the previous ones if required. Now, follow the below-given and setup Webmail in QuickBooks successfully: 

 

Do This Before Setting up Webmail 

  • Verify your port settings and webmail server type & address from your Internet Server Provider. 

  • Enable your webmail account settings for two-step verification as the webmail service provider requires. 

  • QuickBooks will automatically fill up some common details, so review them. 

Let's Setup Webmail to Start the Email Services 

  • Move your cursor to the menu bar in QuickBooks and select 'Edit.'

  • Further from the options, select 'Preferences.'

  • From the left side of your screen, click 'Send Forms.'

  • Choose 'Webmail' in the 'My Preferences' tab and click 'Add.'

  • Enter the required info in 'Add Email' and click 'OK.'

  • To save these changes and complete the process, click 'OK.'     

 

Some Important Points to Know Before Setting up Email in QB

 

  • QuickBooks will ask you to enter the webmail password when sending for the first time using the webmail service. 

  • If QuickBooks does not accept your webmail password, you must fix the issues from webmail settings or change the password. 

  • Also, set up enhanced security in Gmail for QuickBooks Desktop. You can use Google's guidelines for the same. 

 

Setup Outlook in QuickBooks Desktop  

 

Outlook application offers customizable email services, increased output, increased data transparency, and improved cooperation. To use these benefits, go through the following steps: 

 

Note: Before starting the process, ensure you're using an updated version of Outlook. 

 

Step 1: Get the Following Information from Your Internet Provider 

 

  • Get the login details of Outlook, like username & password. 

  • Incoming and Outgoing Email Server Addresses that Outlook Uses. 

  • Incoming Email Server Type.   

 

Step 2: Finally, Setup Outlook in QB  

 

  • From the menu bar of QuickBooks, select the 'Edit' menu. 

  • Select 'Preferences' from the dropdown menu. 

  • Now, move to the left side of your screen and click 'Send Forms.'

  • Select the 'Outlook' preferences from the 'My Preferences' tab. 

 

The information shared above will help you to 'setup email in QuickBooks Desktop.' Using the QB email services, you can share your accounting data easily with your clients/customers. If you require further help to do so, dial +1(855)-738-0359 and connect with professionals on a direct call.