With the integration of email service in QuickBooks, the users can send invoices through emails within QuickBooks. A person can spend the entire day in such tedious tasks and still be able to send only a handful of invoices per day. The traditional process of sending invoices to customers involved creating one, printing it, scanning it again, and emailing it. From My Preferences tab, click on the QuickBooks Email radio button.īenefits of Integrating an Email Service with QuickBooks 1.If you’ve set up an email already, go to the Edit menu.While setting up the email in QuickBooks, go to QuickBooks Email Settings.
OFFICE 365 EMAIL SETTINGS QUICKBOOKS FULL
QuickBooks’ email service can only be used by users who are already using Intuit’s services like IMS, QuickBooks Payroll, QuickBooks Enterprise Full Service Plan, Accountant’s Copy File Transfer, etc. Send an email to yourself to test the sync.Enter the SMTP Server and Port Configuration.Enter the details of the email address you wish to sync.Click on the Web Mail radio button from My Preferences tab.Navigate to the left pane and click on Send Forms.Steps to Sync QuickBooks with Secure Webmail
The steps are similar to the ones explained above but might differ in terms of SMTP Server, Port Configuration, and SSL Security for different email providers. If you prefer using email services from Gmail, Hotmail, or Yahoo – integrate your webmail account with your QuickBooks solution to send emails directly within the software. Test if the sync is successful by sending a test email to yourself.
In this post, we will discuss email services that sync well with QuickBooks (Pro, Premier, Accountant and Enterprise versions) and the benefits of this functionality. QuickBooks can be easily integrated with hundreds of applications, including email services such as Outlook, Hotmail, Yahoo, etc. Hence, the integration of your QuickBooks with the email services that you are using automates the flow of information, reducing human errors. Moreover, the accounting process also involves the sharing of financial information with the clients regularly through emails.
OFFICE 365 EMAIL SETTINGS QUICKBOOKS SOFTWARE
Most accounting firms use QuickBooks as their accounting software to accomplish tasks like invoicing, payments, and reporting.