Connect your email to QuickBooks Desktop

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You have to verify your Webmail servers and the port settings with the ISP. After that, a wizard of the webmail provider’s login will appear. After these points, you have to make sure which versions of QuickBooks can work with the secure webmail. You’ve got your company’s best interest in mind. You can rest assured that we will work closely with you to create actionable business plans and accurate financial reporting.


In QuickBooks, you can send transactions through Webmail or Outlook. Once you’re set up, you can send invoices, reports and more. Webmail providers require users to enable their account settings for two-step verification.

Customer Transactions

We provide you present value of an annuity table through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


Once linked, you don’t have to reenter your password every time you send an email. Newer versions of QuickBooks can use secure webmail. This creates an easier and safer connection to your email. Unlike Secure Webmail, QuickBooks prompts you to type in the webmail password the very first time a user sends an email using the webmail. Often, users are unable to find the options for their specific email in the QuickBooks Desktop setup because of a few reasons.

Step 5: Install QuickBooks again

In QuickBooks, from the Edit menu, select Preferences, and check the Send Forms preferences. QuickBooks Desktop lets you send your email communications through Web Mail, Outlook, and QuickBooks email. If Outlook is missing as one of your options, here are some of the possible reasons why. Learn how to add Outlook as an option to send an email if it’s missing in QuickBooks Desktop. Open QuickBooks and send a test email or transaction. If you still see an error and the repair didn’t work, move on to Step 5.

The system doesn’t show each and every option in some cases. There are three options for emailing in QuickBooks. Users can send direct email invoices and estimates to the customers via email setup. Once done, I’d recommend re-open your QBDT, then check and uncheck theUse Enhanced Securitybox. This way, the settings will retrigger and isolate the error message.

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If you can’t send an email from Microsoft Word, contact Microsoft Help and Support. There may be an issue with your Outlook or Office Suite. If you’re a confident computer user, continue with the steps below.

If you still see an error, you may want to reach out to Microsoft directly or an IT professional for help fixing Microsoft Outlook. Follow the steps to install QuickBooks Desktop again. In QuickBooks, select the Edit menu and then selectPreferences. If you use Microsoft Outlook with Microsoft Exchange Server, open and sign in to Outlook before you move on. In the folder, right-click the QuickBooks.exe file and select Properties.

This link contains information about resolving Office 365 errors and other related topics. Type 587 in thePortand check the box labeled asSSL. At the bottom of the page, you’ll find an option that says “allow less secure apps.” If this option is turned off, simply click it on. Mozilla Thunderbird is only supported in QuickBooks 2018 and later.

What happens if you want to disconnect your Gmail address from QuickBooks? This might happen if you switch to a different email service provider or convert to a company email address. After providing the above options, hope that you can easily set up QuickBooks Email services. Now, after this, below are some points which are important to know. In the end, you have to fill in some required information such as email address, username, password, incoming & Outgoing email settings, and server details.

Does QuickBooks Prompt You to use the Webmail Password the First Time an Email is Sent using the Webmail?

This article explains how to set up an email service and resolve some typical email service issues efficiently and hassle-free. By reading this article, you can set up the email services in QuickBooks desktop. The QuickBooks 2019 and later version works with secure webmail services such as Gmail and Yahoo Email. QuickBooks Desktop has a feature that is Scheduled Reports. It allows the user to send or email reports on a daily and recurring scheduled time. Users are also confused with the different port information and internet service provider.

This might indicate that you need to go edit your email preferences. Keep in mind that any customer contacts stored exclusively on your Gmail server will not remain in your QuickBooks account when this process is complete. Don’t forget that your invoices can also be saved as templates. This can save you time when sending invoices to the same client or creating future invoices for projects of the same type. Again, this can now be completed through your integrated Gmail address, simplifying the process of communicating with your clients.

  • If you are experiencing login issues with Office 365, please update to the newest Microsoft Office 365 release.
  • XLS, XLXS, etc., are supported file formats by Dancing Numbers.
  • Find the one that says .If there is no section, add it to the end of the file along with the text below.
  • Type 587 in thePortand check the box labeled asSSL.
  • If you can’t find the Mail in the Control Panel, you might need to try these steps.

A simplified process ensures that you will be able to focus on the core work. If you are a Cox and CableOne user and can’t find any solution for QuickBooks Desktop Email Setup, then the below section is for you. Firstly, choose the “QuickBooks Email” option from the Send email using section. Only the latest version of QuickBooks can use secure Webmail. This generates an easy and secure connection for your email.

In the next section, we present you the table which contains the data. Then, you need to check whether you have a valid subscription or not. There are possibilities that due to some reasons, the user is unable to find the option to set up a particular email at the QuickBooks Desktop. Also, the user might be using an unsupported version of QuickBooks.

Now check to make sure the email went through and that you have a record of the email being sent from within your Outlook ‘Sent Items’ folder. Intuit QuickBooks Desktop will allow you to send mail through Webmail, Outlook, and Gmail. This means that email users can connect their accounts to QuickBooks just as they would to an address from any service provider. I can also successfully add other email accounts. This is not really a viable solution as I have to RDP into the server.

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You can send invoices to your clients in just a few easy steps. Test the link between QuickBooks and Outlook by sending a test email to yourself. Open an invoice and check to be emailed box or create a statement for a customer. Click on the email button and QuickBooks will automatically launch a new outlook email message. In the ‘To’ address field delete your customer’s address that was automatically entered and put in a valid email address that you can check .

QuickBooks versions that work with secure webmail

I appreciate you for providing detailed information about your concern and for the screenshot of the specific error you’ve encountered. Feel free to leave a message below if you have further questions about authenticating email. For your future reference, browse through these articles.

  • I can also successfully add other email accounts.
  • Once you’re set up, you can send invoices, reports and more.
  • It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity. Hope this article was able to solve all your queries and hopefully you are able to Set up Email Service In QuickBooks Desktop. Still, if you face any issue then for the further query you can call at help desk as they are available for you round the clock to provide you helping hand.

XLS, XLXS, etc., are supported file formats by Dancing Numbers. You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop. We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time. Bulk import, export, and deletion can be performed with simply one-click.

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For more information on emailing various forms from QuickBooks read this blog article. Once you’ve linked your Gmail account to QuickBooks Online, you’ll have all of your contact details available every time you open QuickBooks. This also means you won’t have to manually add email info or other contact details twice, making it easier to keep customer records and streamline business communication.


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