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how can I connect my outlook email to QuickBooks, so whenever I send an invoice/estimate it shows in my email so I can look them up there?
Thanks for reaching out to the Community, @heatwavehvac.
I'm here to share information with you on how you can send a copy of your sales forms to your email address.
Right now, the option to connect your outlook email to your QuickBooks Online (QBO) account is unavailable. As a workaround, you can utilize the Cc and Bcc options when sending invoices or estimates. From there, you can enter your outlook email.
Let me show you how:
By doing this, you'll receive a copy of the transaction you've emailed to your customers.
For future reference, check out this article to learn how to receive invoice payment in QuickBooks Online.
Additionally, I'm attaching our Community link in case you need help adding, organizing, and sending invoices: Invoices and payments.
That should do it. Please let me know how it goes, @heatwavehvac.. I'll be here to keep helping. Take care.
Open Outlook and select File > Add Account. On the next screen, enter your email address, select Advanced options, check the box for Let me set up my account manually, and select Connect. On the Advanced Setup screen, select Other. On the Other screen, choose the type of server to connect to from the list. HCA Rewards
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