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snowprobutte
Level 1

How to set up email

how to set up email to send estimates and invoices to clients
3 Comments 3
Emily M
QuickBooks Team

How to set up email

Welcome to the Community, @snowprobutte.

 

You can connect your email to QuickBooks Desktop and I’m happy to guide you how. You’ll have to option to use Webmail or Outlook.

Here’s the steps to connect your email:

 

Outlook

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

 

Secure Webmail

  1. Find the QuickBooks Edit menu and select Preferences.
  2. Pick Send Forms.
  3. Hit Web Mail and Add.
  4. Choose your provider from the drop-down and enter your email address.
  5. Push the Use Enhanced Security checkbox and select OK.
  6. When prompted, sign in to your Intuit account.

 

Webmail

  1. Locate Edit menu and select Preferences.
  2. Go to the Send Forms.
  3. Hit Web Mail and Add.
  4. Fill out the Add Email Info and find OK.
  5. Pick OK to save your changes.

 

Let me know if there’s anything else I can help you with. I hope you have a great week.

kam8199
Level 1

How to set up email

I have done the steps under edit /preferences send forms, 

however i tried to email an estimate and it doesn't work

MirriamM
Moderator

How to set up email

Welcome to the thread, @kam8199.

 

Let me get the help you need in setting up your account so you can email estimate and other forms in QuickBooks Desktop.

 

Before doing so, you'll first need to ensure to connect your email to QuickBooks in which you can send the transaction through Webmail or Outlook. And make sure you're using Outlook 2010 or newer and you have an Outlook email profile.

 

Once verified, you can follow back again the steps provided by my colleague Emily M above. You may also check out this article for detailed instructions about the process: Connect your email to QuickBooks Desktop.

 

Let me know how it goes or if you have any additional questions when emailing transactions. I'll be happy to help you out

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