QuickBooks Services offers a variety of products and services. QuickBooks is one of the most reputed and famous accounting software. It is designed for all small, medium, and large-sized businesses. In fact, it allows users to set up an email service on QuickBooks Desktop. This feature is really helpful for all the business owners in the market out there. You can enjoy this email service and use it to send invoices to your clients and to send & receive reports. Also, you can perform all the other transactions from QuickBooks Desktop via your outlook or webmail id.
HOW TO SET UP QUICKBOOKS EMAIL SERVICE ON QUICKBOOKS DESKTOP?
Before you start with setting up an email service on QuickBooks Desktop, make sure to prepare your Microsoft Outlook profile. If you already have one then you can use that existing Outlook profile of yours. However, create a new one to set up an email service on QuickBooks. You will need all the credentials, like- your Outlook username, password, outgoing mail server address, incoming mail server address, and also incoming email server type. In case if you face any difficulty with all these details, contact your ISP(Internet Service Provider).
STEPS TO SET UP EMAIL SERVICE IN WEBMAIL-
- Firstly, connect with secure Webmail.
- Go to the QuickBooks Edit menu.
- Now select your preferences and click on “send forms”.
- Click “Add” after you choose your Webmail.
- Enter in your email address.
- Select “enhance the security” check box.
- Click on “OK”.
- Next, sign in as soon as the login page appears.
- At last, allow intuit access.
STEPS FOR SETTING UP QUICKBOOKS OUTLOOK EMAIL INVOICES AND WEBMAIL-
- At first, set up Outlook in QuickBooks Desktop.
- Enter your username.
- Enter your password.
- Then your incoming mail server address.
- Now give your outgoing mail server address.
- At last, provide your incoming email server type.
HOW TO SEND AN EMAIL TO CUSTOMERS?
Follow these few easy and quick steps to send emails to all your customers. Steps are as listed below-
- On the left navigation panel, click on “sales”.
- At the top, select “customers”.
- Now just put a checkmark or tick in front of the customers you want to send an email.
- Finally, click on the batch actions drop-down and choose email.
All the QuickBooks Services are so good and helpful. But there is one really amazing feature to rely on if you are a QuickBooks Online user. While you send emails to your customers from your QuickBooks Online account, there is no limit to the number of clients. You can send emails to as many clients as you wish to.
DOES QUICKBOOKS ALLOW YOU TO SEND MULTIPLE EMAILS?
Then the answer is a big “Yes”. Yes, QuickBooks Desktop allows you to set up multiple email templates as per the client’s requirement. Below mentioned are the steps to be followed for the same-
- First of all, go to the “edit” menu and select your preferences.
- Click on “send forms” after you finish selecting company preferences.
- Pick email in the delivery default drop-down arrow.
- Either choose invoices or estimates from the “email templates”.
- Click on “add template”.
- Enter the email address.
- If you want to put a dynamic data field in your email then select “Insert Field”.
- Click on “save”.
- Press “OK”.
HOW YOU CAN CHANGE YOUR SIGN-IN EMAIL ADDRESS FROM QUICKBOOKS ONLINE?
Here are few quick and easy steps with the help of which you easily change your sign-in email address. The steps are as follows-
- Log in to QuickBooks Online.
- Select settings.
- Click on “Intuit account” or “Your account”.
- Select “edit” from the email address section and then change your mail.
- That’s it, you are done.
HOW TO ALTER THE EMAIL ADDRESS FOR NOTIFICATIONS?
Follow the steps as described below-
- Log in to “My Account”.
- Select the product that is to be managed, from the “Manage your QuickBooks page”.
- Look at the top right corner and wisely check if you have logged in to the correct company or not.
- If not, then from the drop-down list select the correct company.
- Now scroll down to the “Authorized users list”.
- Click on the “Edit” option.
- In the next step, enter your new email address.
- Hit on “save”.
- Click on the “X” button to come back to the home page.
- Finally, you will get to receive notifications regarding the changed email address.
HOW TO CHANGE YOUR INTUIT ACCOUNT EMAIL?
- Just log in to your Intuit account.
- If not selected then first select the profile tab.
- At the right of the email address line, click on ‘Edit”.
- Put in your desired new email address and confirm it.
- Put in your password.
- Click on “save”.
- And yes you are done as soon as you complete all the above-mentioned steps.
This is how you can change your email address in QuickBooks. However, after changing the email address if you are unable to access your email address or sign in to your account. Then do refer to QuickBooks Online. Visit QuickBooks Online “Email change request process” page. There you will get all the related and needful information for the matter to be resolved. Also, if you need any additional assistance then go to the help page for your particular Intuit product.
In fact, you can directly contact the QuickBooks Error support team and ask for help. You can reach us via the given toll-free number. Our team of experts will assist you and guide you to perform all your tasks hassle-free.