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 email: Connect 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.

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.

@Lance0927 

Which QB Desktop year version do you run?

Hey, On Beta!

I'm running QuickBooks Desktop Enterprise Solutions 24.

yes i need help setting up email in QBD. I have utilized this system for 10 years always manully sending customer emails. I want to use this function now. 

Your loyalty in using our products for 10 years warms my heart, Lisa. It's customers like you who have been the backbone of our company's success and growth over the past decade. Your continued trust and support mean more to me than words can express. I'll be honored to be a part of your journey. Let's work together to ensure you'll set up your email. 

You'll need to navigate to the Edit menu and choose Preferences. From there, you'll be able to modify your company settings and add emails. Let me guide you through the step-by-step process: 

1. On the Preferences window, select the Send Forms option.
2. From the My Preferences tab hit Web Mail.
3. Click Add button, then enter the Email Id field.
4. Choose the Email Provider from the dropdown menu.
5. Ensure everything is accurate and click OK.
   

I'll add this article for more info: Connect your email to QuickBooks Desktop.

I want to express once again how deeply we appreciate your incredible 10-year journey with us, Lisa. Your unwavering loyalty has been a constant source of inspiration and motivation for our entire team. I'll be around the corner if you have additional inquiries about setting up emails or other related topics.