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Lance0927
Level 1

Set up email through QuickBooks

Hello everyone!

How do I set up my email through QuickBooks to send invoices and PO's?

Thank you.

4 Comments 4
IrizA
QuickBooks Team

Set up email through QuickBooks

I can help you set up your email as you send your Invoices and Purchase Orders to your customer, Lance0927.

 

To start, please select the Web Mail within the My Preferences tab to easily add or edit your Email IDs. As we set up your email, you'll have the option to choose from various Email Providers based on your preferences.

 

Kindly follow these steps:

 

  1. Go to the Edit menu, then choose Preferences.
  2. Find the Send Forms option, then click the My Preferences tab.
  3. Tick the checkbox above the SEND E-MAIL USING section.
  4. Click the Add button, then fill out the Email ID field.
  5. Press the Email Provider dropdown, then select the Gmail option or choose according to your preferences.
  6. Click OK.
  7. Review the changes you've made, then click OK to save this.

 

You can also view this article to learn more about setting up your emailConnect your email to QuickBooks Desktop.

 

Additionally, you can utilize this article if you'd like to email your sales forms: Email sales forms, invoices, and statements in QuickBooks Desktop.

 

We'll gladly help if you have further questions regarding setting up your email or other information in your company settings, Lance0927. Please let us know by leaving your concerns in the comment section.

Lance0927
Level 1

Set up email through QuickBooks

Hi, IrizA .

 

I am using QuickBooks Desktop, as indicated. So, if your instructions are for QuickBooks Online, how can I follow them?

But thank you for your efforts.

Could you reply with another QuickBooks Desktop post? Thank you.

SSSS.GIF

On Beta
Level 4

Set up email through QuickBooks

@Lance0927 

Which QB Desktop year version do you run?

Lance0927
Level 1

Set up email through QuickBooks

Hey, On Beta!

I'm running QuickBooks Desktop Enterprise Solutions 24.

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