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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
Secure Webmail
Webmail
Let me know if there’s anything else I can help you with. I hope you have a great week.
I have done the steps under edit /preferences send forms,
however i tried to email an estimate and it doesn't work
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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