Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

choose outlook account to send from

is there a way to choose which outlook account to send invoices from?   as i am sure most people do..  i have a 3 or 4 email accounts tied to my outlook, and quick books defaults to my personal one.. so every time i send something from quick books (desktop pro 2018) i need to change the account in outlook.. not the end of the world, but annoying.   thanks! 

3 Comments
QuickBooks Team

choose outlook account to send from

Greetings, @Mike Olear.

 

Let me begin by welcoming you to the Community. I just got the steps you need to change the default email account to send invoices from in QuickBooks Desktop.


To start sending invoices using your preferred email account, you need to configure your email service in the preferences window in QBDT.

Here’s how:
1.    From the Edit menu, choose Preferences and select Send Forms.
2.    Under My Preferences tab, click the Web Mail radio button and click Add.
3.    Fill out the Add Email Info screen and click OK.
4.    Ensure that the Use Enhanced Security checkbox is checked, then select OK.
5.    Sign in to your Intuit account when prompted. 
6.    When your webmail provider’s login page displays, sign in and choose to grant Intuit access.

 

I've attached screenshots for your reference.

 

 

For more information, you may check out this article: Set up your email service in QuickBooks Desktop.

 

The steps above should help you set up a default email account to send invoices, reports and other transactions in QBDT.

 

Please let me know what else I can do to help you today. Thanks for coming to the Community, wishing you a wonderful rest of your day.

Level 1

choose outlook account to send from

I am having this exact same problem.  Super annoyed at this point! The reply that QB support gives does not resolve the issue.  

Moderator

choose outlook account to send from

If I were in your position, I would feel as you do, dcooper.

 

The invoice will be sent from your default email address. If you wish to send the transaction using a different one, you can change it.

 

Here's how to do it:

  1. Go to the Edit menu, then select Preferences.
  2. In the left panel click Send Forms.
  3. Then, go to the My Preferences tab.
  4. Select the email address you wish to use in the E-MAIL IDS column.
  5. Then, Set as Default.
  6. Click OK.

You can take a look at the article provided by my colleague all about setting up your email service.

 

Don't hesitate to leave a reply below if there's anything that I can help you with.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us