QuickBooks POS Email Setup

QuickBooks Point Of Sale Email Setup

You can easily send the invoices, and transactions through Outlook in QuickBooks POS with an email service. The Email settings require some steps to allow directly sending a variety of reports , receipts , estimates , and more. Make sure you have updated the QuickBooks version to smoothly use the email services to ease communication and save time. Earlier team of AccountsPro brings help QuickBooks Enterprise Email Setup now you can learn with the steps to configure the QuickBooks POS Desktop email setup.

Advantages Of Setting Up Email Program QuickBooks POS

What are the Perks of QuickBooks POS Email Setup?
The QB Email settings save a lot of precious time and effort. It allows you ease of sending emails through Outlook or Webmail. Here is the list of benefits of QuickBooks POS Email Setup:

• You can directly send estimates and invoices to the customers
• Easily share reports and other data types
• You can simplify set payment reminders to the customers through emails enhancements
• Import data using spreadsheets and embed attachments up to 2 MB
• The Email setup in QB can fetch information from vendors and customers

Also, you can learn the complete process How To Email Invoices in QuickBooks Enterprise with simple and easy steps.

Requirements & Checklist QB Point Of Sale Email Configuration

Things Required to Set up an Email in QuickBooks :
Here is the list of credentials & data to set up an email in QuickBooks Point of sale:

• Username
• Password
• An incoming and outgoing server address and type

Outlook Profile Setup For QuickBooks Email

Here are the steps to set up the outlook profile:

• First of all, write the right email address for registration
• Hit the Continue button to download
• At last, save it on the system
• Locate the QuickBooksContactSync.exe file and then double-click on it
• Hit the Next tab to proceed with the installation process
• Once completed the installation is then open the company file that you need to sync with Outlook
• Now accept the agreement form
• Hit Next tab
• Choose to Get Started once completed the sync
• Select Finish tab

Which type of troubleshooting user can apply when they receive QuickBooks Not Sending Emails Through Outlook issue or warning message .

How To Configure The Email Service Using QuickBooks Desktop?

When using the QuickBooks Desktop product you generally have many options for Email integration like Outlook, QB E-mail, and WebMail. If you access Google Gmail and need to choose the option named WebMail, however, some users are unable to work with Gmail. Let’s discuss the available email option in QuickBooks Desktop.

QuickBooks Email Options

You might not always view all the three options for Email in QB preferences. Many QuickBooks versions do not allow you to view all the options on the particular system installations

• QuickBooks E-mail: This option depends on Intuit mail servers and may not provide the best features.
• Outlook: If you have installed Microsoft Outlook on the system then only Outlook support is available. It is the most preferable email integration option
• WebMail: It allows you ease in connecting via Gmail, Yahoo email, or web-dependent email service.

Set UP Email Preferences in QuickBooks Desktop

QuickBooks Desktop email configuration lets you easily send email reports, invoices, and other files using Gmail, Webmail, or Outlook. Don’t forget to check the Outlook compatibility with your active QuickBooks version before setting up email preferences. Following are the methods:

Method 1- QuickBooks Outlook Integration Setup

• Initially, you require creating a profile of a new outlook email
• In case you have already created the Outlook account then follow the next step
• Gather the data to set up Outlook as the Email client tab
• Set up the Outlook
• In case there is missing Outlook in QuickBooks send forms preferences then select the Preferences option
• Choose to Send Forms button
• Click on the Edit menu on the QuickBooks
• Hit Outlook and then choose OK

Method 2- QuickBooks Webmail Setup

• Use the secure webmail to link the QuickBooks to the email provider. It may vary with the version of the QuickBooks Desktop. Before webmail setup, you require connecting the Intuit account to access the WebMail account to work without any disturbance.
• you do not need to fill in the password each time you send an email by connecting the Intuit account
• Ensure that you have created a complex password when linking webmail to the company file
• Several hosting services require entering webmail login credentials while sending emails.

Here are the steps for a secure webmail setup in QB Desktop:

• Initially select the Preferences tab
• Choose ” Send Forms” tab from the Edit menu in QuickBooks
• Click on the option named WebMail
• Hit Add tab
• Next, select the provided from the list named drop-down
• Fill in the email address

Method 3- QuickBooks Email Setup

• Choose the option named QuickBooks email from the send email button
• You may require to verify if you have a correct subscription because the email option will work only if there is an active Intuit subscription service such as QuickBooks payroll, or QB Enterprise full service
• Now follow the instructions on the screen to set up the QB Email service
• After this, you require entering some important details such as username, password, server details, email address, or incoming and outgoing email preferences
• Remember the email address to which you have sent invoices because the QB does not save the email id copy

Method 4- Regular Webmail Setup

ISP handles the webmail servers. The QuickBooks Desktop automatically enters the data for the general service providers including Yahoo, Hotmail, Gmail, etc. Here is the list of steps to set up a webmail service on the QB desktop:

• Click on the Preferences tab
• Select the Edit menu in QuickBooks
• Choose “Send Forms “
• Click on the WebMail button
• Select Add tab
• Next, select the drop-down list to click on the provider
• Fill in the email address
• Hit OK

Get Help Configure Email Program QBPOS

Hopefully, the post is helpful to set up QuickBooks POS Email to send an invoice & receive the transactions and reports to the QuickBooks Desktop with the desired email Id either by webmail or outlook. In case of any other assistance or when QuickBooks Not Sending Email issue comes , get connected with a professional team. Use a live chat, email, or QuickBooks Support Number to reach the experts.

FAQs Email Setup QBPOS On Windows 11, 10,8 Or MAC OS

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