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Setting Up Email Within QuickBooks

  • Updated

Process Description:

This process outlines the steps for webmail or outlook email to be configured within the QuickBooks Application.

 

Steps and Screenshots To Complete The Process:

 

Section I (Outlook Email):

  1. Go to the QuickBooks Edit menu.
  2. Select Preferences and Send Forms.
  3. Select Outlook and OK.

***Note: If Outlook is not visible or does not appear in the list, please consult the Intuit link below to ensure compatibility between QuickBooks and your email provider. ***
Fix Outlook is missing in send forms preferences (intuit.com)

 

Section II (Webmail Setup): To set up your POP or IMAP email address within your QuickBooks company file, please follow these steps:

    1. Click Edit> Preferences> Send Forms> My Preferences tab
    2. Choose Web Mail and then Add

      Note: Above screenshot is for Steps 1 and 2
    3. Enter your email address, and choose your email provider. If it's not a Gmail, Yahoo or Hotmail account, choose "other". You'll have to enter your email host's SMTP info. If you do not know this info you will need to contact your local IT Professional or your email host (we do not have or know this info).
    4. SSL may or may not need to be enabled, depending on your email host. We recommend leaving it disabled and then trying to send an email or invoice. If it fails to send go back and enable it then try again.

* Also be sure to enable QuickBooks cookies


* Gmail users may need to enable the less secure apps setting. Also if you use Gmail or Hotmail please launch IE from the server and log into your email account. This will alert Gmail or Hotmail that you are logging into your account from a new device (which is the server).


* If you have 2-Factor Authentication turned on through your email host it will not work within QuickBooks. 2FA on your email account must be turned off in order for your account to properly function within QuickBooks.

Following the above steps should allow you to email from QuickBooks. If you followed the steps but are still unable to email, be positive that you have the correct SMTP info. If so please contact Intuit for further assistance. 

To contact Intuit Support, please see the numbers listed below:

  • Intuit - 866-340-7237
  • Intuit Canada - 866-935-7237

If Intuit does return a solution that requires our assistance, please submit a ticket and we will work with their instructions.

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