Tech Peak » How to Setup QuickBooks Email Service?

How to Setup QuickBooks Email Service?

by amarawilliam

Want to know the steps to setup the QuickBooks email service? If yes, then make sure to read the post till the end. It should be noted that QuickBooks allows users to set up quickbooks email service on Desktop. In case the user has already set up its email service, then he/she can use it to send invoices to your clients, send and receive reports, and perform other transactions as well from your QB Desktop through your outlook or webmail id. This added feature makes QuickBooks accounting software useful for small and mid-sized business owners. To find the steps involved, make sure to read the post till the end. Or you can also contact us at   +18445210490 and let our experts help you with the process.

Steps to Set up Webmail

  • At first, the user should set up Outlook in QuickBooks Desktop:
  • And then, fill your Username
  • After that enter in the Password
  • And also, Incoming mail server address
  • The next step is to put your Outgoing mail server address
  • The last step is to put the Incoming email server type

The Webmail password will not be accepted on QuickBooks Desktop

If the user is not logged in to your QB desktop and trying to send email, he/she might receive a message that the password is incorrect and would have to set up your password for your webmail account. In case the user isn’t having outlook, he/she can perform the steps below:

  • At first, head to the QuickBooks Edit menu
  • And then, click on Preferences
  • Go for ‘Forms‘
  • Pick Outlook and click ‘OK‘


QB 2018: Provides for Gmail and Hotmail/ Lives user in the UK, USA, and Canada.

QuickBooks 2017 R5 and newer versions: Provides for Gmail users for the USA only.

QuickBooks 2017, older and R4 version: No Secure Webmail available.

By the end of the post, we expect the reader to be able to successfully set up QuickBooks email service using the steps listed above. However, if there is any query, or if the user needs our assistance at any point of time, then feel free to share your queries with our technical professionals at +18445210490 and they will provide you with instant quickbooks support services. We are a team of professionals who work round the clock to provide immediate assistance to all sorts of QuickBooks related issues.

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