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Level 1

How do I add an email to my QB so I can send reports to my lenders ?

 
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QuickBooks Team

How do I add an email to my QB so I can send reports to my lenders ?

Hi, WLB.

I can help you set-up your email with QuickBooks. With Desktop, there's two ways you can send emails out. One is by using Webmail and the other is via Outlook. To set up webmail, follow these steps:

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

If you prefer to use Outlook, you can follow the guide below.

Step 1: Contact your internet or email provider to get the following info

  • Username
  • Password
  • Incoming email server address
  • Incoming email server type
  • Outgoing email server address

Step 2: Set up Outlook

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

You're now able to send out emails from QuickBooks Desktop. We have more information on how to connect your email to QuickBooks Desktop. If you have any more questions, please reach out to me here.

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