A Comprehensive Guide to Setup Email In QuickBooks - PowerPoint PPT Presentation

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A Comprehensive Guide to Setup Email In QuickBooks

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Setting up email services in QuickBooks desktop involves a few simple steps. Email services have eased the process and also enhanced the efficiency of the software and also enhances its features. This feature allows the user to send an invoice or send and receive reports. In today’s post, we are going to discuss the process to setup and configure the email services in QuickBooks desktop. Email services in QuickBooks desktop serve as both storage and tracking device for clients and vendors contact details. – PowerPoint PPT presentation

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Title: A Comprehensive Guide to Setup Email In QuickBooks


1
How to Setup and Configure Email Services in
QuickBooks?
www.qbsenterprisesupport.com
2
Introduction
Setting up email services in QuickBooks desktop
involves a few simple steps. Email services have
eased the process and also enhanced the
efficiency of the software and also enhances its
features. This feature allows the user to send an
invoice or send and receive reports. In todays
post, we are going to discuss the process to
setup and configure the email services in
QuickBooks desktop. Email services in QuickBooks
desktop serve as both storage and tracking device
for clients and vendors contact details.
3
Steps to set up email in QuickBooks desktop
  • The user can carry out the steps below to setup
    QuickBooks email via outlook. The users outlook
    profile can easily link to QuickBooks in order to
    send invoices, estimates, reports to the vendors
    and clients and they go as PDF attachment with
    the email.
  • The user will have to first configure the outlook
    with the email address that they wish to use for
    emailing from QuickBooks.
  • And then open the QuickBooks and also open Edit
    menu from the menu bar on the top.
  • The next step is to select the preferences tab
    and then choose send forms. Now, visit my
    preferences tab and then choose the outlook radio
    out of the three options.
  • The next step is to close the preferences window
    and try emailing something to yourself.

4
Thank You
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