Locate and update your email account preferences in QuickBooks.
Having your email account setup in QuickBooks can be very beneficial as it allows you to send invoices, sales receipts and more directly from QuickBooks. To set up your email you will need to tell QuickBooks what email platform you will be using (Outlook or Web Mail).
By default, QuickBooks automatically uses Outlook, Outlook Express or Thunderbird. To tell QuickBooks to use web mail (like Gmail or Yahoo).
How to Change Email on QuickBooks Desktop
- Go to “Edit” in the main navigation
- Select “Preferences”
- In the left column, select “Send Forms” (see graphic to right)
- Then click “My Preferences” tab, select “Web Mail“, then click the “Add” button
- There you can change your email address and provider on QuickBooks
- Then click ok, verify the information and click ok again
Once yove updated your email address, email a test transaction or report to yourself to verify that it is working correctly. In the future, you may be asked to re-enter your password. If so, be sure to enter your email password again, not your QuickBooks password as can easily happen.
If you need to update QuickBooks or change from web mail to Outlook, follow these instructions:
- Go to “Edit” in the main navigation
- Select “Preferences”
- In the left column, select “Send Forms” (see graphic to right)
- Then click the “My Preferences” tab
- Select “Outlook“
- Click Ok
If you are adding an Outlook account to QuickBooks for the first time, you may want to have the following information ready for quick setup:
- Username
- Password
- Incoming email server address
- Incoming email server type
- Outgoing email server address
If you need help setting up your email or other business information in QuickBooks, contact your Out Of The Box Technology QuickBooks ProAdvisor.
ANNOUNCEMENT:
Looking for more QuickBooks guidance? Wre hosting a Two-Day Seminar/Webinar on QuickBooks Desktop – on the 3rd and 4th of October 2019. It will take place at our Learning Center, and online! Space IS Limited; get your spot while spots remain.
