If you want to learn how to set up email configuration in QuickBooks Desktop, then check out this blog post. Here, you will get to explore essential steps on how to send forms and statements via email efficiently within the application.

QuickBooks allows users to email different forms, files, documents, attachments, and statements directly to clients and their business partners. 

By configuring your email service in QuickBooks, you can easily follow the steps to send emails and save time. Give this blog a thorough read to discover how to successfully send important emails using QuickBooks Desktop software.

^{If you don't want to connect your email to QuickBooks Desktop on your own and need professional guidance, then you must dial +1(855)-738–0359 to connect with a QuickBooks expert for a detailed stepwise process.}

How to Connect Your Outlook to QB to Send Email

In QuickBooks Desktop, you have two options to send emails; one way is via Microsoft Outlook, and another is via Webmail. In this section of the blog, we will explore how we can set Outlook as an email service in QuickBooks. 

MS Outlook is included in the Microsoft Office package and serves as a personal information manager. By connecting Outlook with QBDT, you can send emails directly to your clients from within the QB app. 

This integration streamlines communication and ensures you can effectively manage client interactions. Let’s see how to configure Outlook in QB:

• Open QuickBooks and click the Edit button. 

• Then, hit the Preferences option. 

• Now, go to the Send Forms and choose Outlook. 

• Finally, hit OK and save the new changes,

Also Read about:- How to Resolve Data Integrity Issues in QuickBooks Software

How to Connect Your Webmail to QuickBooks to Send Email

Another approach to transmitting emails is using Webmail. By selecting the Webmail option in QB Desktop, you can link your preferred email service, such as Gmail or Yahoo, to the application. 

Once connected, you can choose your forms and send emails directly through QuickBooks using the email service you have configured. This integration streamlines the process of sending documents and correspondence directly from the application. Let's learn to configure Webmail in QB:

• Navigate to the Edit button in the QB application. 

• Then, select Preferences. 

• Now, hit the Send Forms. After that, choose Webmail. 

• Click the Add button. In the Add Info field, enter your selected choice of email service. 

• Then, hit OK and log in to let Webmail add Intuit. 

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How to Send Forms and Statements Through QB Desktop

Follow these steps to email forms and statements within QB:

For Emailing Forms

• Choose the form you want to email, then hit Email. 

• Enter the email message and the subject, and press the Send button. 

For Emailing Statements

• Go to the Customer menu and select Create Statements.

• Select the customer or receiver’s name, then hit Email and enter the subject as well as the email content. Finally, hit Send. 

If QuickBooks closes when sending email, update MS Office and QB. 

This comprehensive blog explains how to utilize different email services within QuickBooks to transmit emails directly. Call +1(855)-738–0359 and connect with a QB expert for further queries.