QuickBooks Email Invoices

Elise Williams

2024-09-27 19:04:05 • Filed to: Quickbooks Tips and Tricks • Proven solutions

The QuickBooks email services enable you to send reports, invoices, statements and other transactions through your email to your customers. This article is going to cover all the basics from how to set up your email (webmail or outlook) as well as how to send the invoice through email.

How to Set up Your Outlook Email Account in QuickBooks

If you don’t have outlook email account before, you have to create one first.
Once the outlook account have been sorted out, you then have to contact your internet service provider (ISP) for the required information as listed below

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

You will use the information provided to set up your outlook in QuickBooks. However, if you can’t find the outlook option in your QuickBooks, follow the steps below:

From the QuickBooks click on Edit and select Preferences and then send Forms.
Click on outlook and set it up then Ok.

How to Set up Your Secure Webmail in QuickBooks

From the QuickBooks click on Edit and select Preferences and then send Forms.
Click on webmail and then on add.
Enter your email address after selecting your provider from the drop-down list.
Check the enhanced security box and then click on Ok.
You will have to sign in to your Intuit account, and you don’t necessarily have to use the same email address as your QuickBooks.
After all this, the webmail provider login in page will appear. What you do is sign in and grant access to Intuit.

How to Set up Regular Webmail in QuickBooks

From the QuickBooks click on Edit and select Preferences and then send Forms.
Click on webmail and select add.
Input all required information and click on Ok.
Then click on Ok again to save the changes.

How to Email Invoices and Statements from QuickBooks

Enter QuickBooks and select create invoices from the "customers" menu.
Input all the required information into your invoice and click on "email" from the top.
Then choose Invoice and send.

For statements,

Enter QuickBooks and select create invoices from the "customers menu".
Input all the required information into your invoice and click on create statement from the bottom.
Then click on "email" and send.

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