How to Setup and Configure Email Services in QuickBooks

⁣Welcome to this video which talks about steps to set up email. https://www.dancingnumbers.com/setup-and-configure-email-services-in-quickbooks/?utm_source=youtube&utm_medium=video&utm_campaign=yogesh

Set Up Outlook

Step 1: To setup Outlook, a user needs to have a new QuickBooks Outlook email

Step 2: If the user has an Outlook account already, he/she should switch to Next

Step 3: Arrange the data to set-up Outlook as an Email client

Step 4: Setup Outlook in QuickBooks

Step 5: User needs to select Preferences and then choose Send Forms from the particular QuickBooks Edit menu

Step 6: Choose Outlook and then press OK

Setup Email Service

Step 1: The first step to setup email service in QuickBooks is to choose the QuickBooks email settings

Step 2: Now the QuickBooks email option can be utilized by the users that may consist of any active Intuit services like QuickBooks Payroll, etc.

Step 3: Now you need to add all the required data like email address, username, password, etc. When the information is added, the process is complete Setup Webmail

Setup Webmail Service

Step 1: The first option is to choose the Edit Menu and then choose Send forms

Step 2: The next step is to select the My Preference tab and then select the Webmail radio from the visible options.

Step 3: Once it is done, the user needs to add the email address which they wish to utilize for QuickBooks emailing

Step 4: The next option is to select the SSL security checkbox

Step 5: Now add the right SMTP server along with port configuration and then press the OK button

Step 6: The user now needs to send the email and see if there is any kind of error visibleThanks for watching this video.

#quickbooksemailsetup