A Complete Guide to Setting up the QuickBooks Email Service in QuickBooks desktop

QuickBooks allows users to set up email service on QuickBooks Desktop. If you have already set up its email service, you can use it to send invoice to your clients, send and receive reports, and perform other transaction as well from your QB Desktop through your outlook or webmail id. This added feature makes QuickBooks accounting software even more useful for small and mid-sized business owners.

If you are yet to use this QuickBooks feature or you are facing any issue in setting up QuickBooks email service, this article is for you. We have created this article to inform you how to set up email service and fix some common email service errors. Reading this article will help you out in setting up QuickBooks email service in QuickBooks desktop. Moreover, you can also call us at our toll-free number i.e. +1-844-405-0907, and our QuickBooks customer support team will be there to assist you or will set up email service.

You may also read: How to fix QuickBooks error code 1317?

Steps to Set-up QuickBooks Email Service on QuickBooks Desktop

Before proceeding, you need to prepare and setup your Microsoft Outlook profile.

You can use your existing Outlook profile or create a new one to set up your QuickBooks email service. You will also require Outlook username, password, incoming mail server address, outgoing mail server address and incoming email server type. In case you don’t have these details, you can contact your ISP (Internet Service Provider).

Procedure to set up QuickBooks email invoices in Outlook and web mail

Setting up Web mail in QuickBooks desktop - Screenshot

To continue this process you need to create an outlook profile first.

Here’s how:

  • First of all, you have to set up Outlook in QuickBooks Desktop:
  • After that fill your Username
  • Then put you Password
  • And then Incoming mail server address
  • Now put your Outgoing mail server address
  • And finally put your Incoming email server type

Your webmail password will not be accepted on QuickBooks Desktop

If you are logged in to your QB desktop and trying to send email, you may receive a message that your password is incorrect and you would have to set up your password for your webmail account.

Quick tip: If QuickBooks Desktop doesn’t have outlook:

  • Go to ‘QuickBooks Edit‘ menu
  • Click on ‘Preferences
  • Select ‘Forms
  • Choose 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.

Important Note: If you wish to add Secure Webmail to your QB company file, you should set up a strong password for your file.

Steps to set up email service in Webmail

  • Connect with Secure Webmail.
  • Go to QuickBooks Edit menu and select Preferences and then Send Forms.
  • Choose WebMail and Click Add.
  • Type in your email address.
  • Click “enhance the security” check box.
  • Click OK.
  • Sign in after the Login Page appears.
  • Allow Intuit access.

Important: In hosted environments like right network, you may have to sign into your webmail account to send emails through QuickBooks software.

Your internet service provider determines the Webmail servers and port settings. QB can automatically furnish details for Gmail, Yahoo and other common providers.

You can choose your email service provider in different emails if you use a different email. However, make sure you verify this with your ISP prior to setting up webmail in QB Desktop.

  • Go to ‘QuickBooks Edit menu‘ and select ‘Preferences‘ and Send Forms.
QuickBooks email service set up- screenshot
  • Select ‘Webmail‘ and click ‘Add‘.
QuickBooks email service set up- screenshot 2
  • Provide Login credentials.
QuickBooks email service set up- screenshot 3
QuickBooks email service set up- screenshot 3
  • Click ‘OK‘ to save the changes.

Important: QuickBooks Desktop, unlike the Secure Webmail, prompts you to provide your password the first time you use regular webmail to send an email.

In case QB Desktop still doesn’t take your password, please know that web mail providers (Gmail, Yahoo, etc.) practice two-step verification and want users to check the account setting for the same.

If you are a Cox user: Cox’s standard SMTP setting is not to use SSL or login credentials when sending emails. QB Desktop prefers SSL connections and wants you to provide login information. Thus, using port 25 and no SSL connection with SMTP doesn’t function with QuickBooks Desktop. A different trick is to use SSL with port 587 or 465.

If you are a CableOne users: Please use the following information since CableOne uses Google servers.

  • Email Address: Your Email ID
  • Email Provider: Gmail
  • Port: 587 or 465
  • SSL: Yes

Read Also: What are the steps to resolve QuickBooks error 6007?

Internet Service Provider (ISP) and Port Information

Below we have shared a table in which we have mentioned various internet service provider and port information. The users can check out the below table to find out the exact codes and information.

SP (Internet Service Provider)SMTP ServerSMTP Port
1AND1.comsmtp.1and1.com587 (SSL enabled, with password)
ADELPHIAmail.adelphia.net110
AOLsmtp.aol.com465 or 587 (see Note)  (SSL enabled for incoming and outgoing mail server)
BELL SOUTHmail.bellsouth.net110
COMCASTsmtp.comcast.net587
COMPUSERVsmtp.compuserve.comsmtp.aol.com110 or 587
COX Businesssmarthost.coxmail.com25
COX CENTRALsmtp.central.cox.net25
COX EASTsmtp.east.cox.net25
COX WESTsmtp.west.cox.net25
EARTHLINKsmtpauth.earthlink.net25 (with password)
GODADDYsmtpout.secureserver.net80, 25, or 3535
GODADDY with Office 365smtp.office365.com587 (SSL enabled)
LYCOSsmtp.mail.lycos.com25
MICROSOFT OUTLOOK 365outlook.office365.com587 (SSL enabled)
NETSCAPEsmtp.isp.netscape.com25 (SSL enabled)
PRODIGYsmtp.prodigy.net25 (SSL enabled)
ROADRUNNERsmtp-server.sc.rr.com587
SPRINT PCSsmtp.sprintpcs.com25
VERIZONoutgoing.verizon.net465
VERIZON YAHOOoutgoing.yahoo.verizon.net465

Conclusion!

We hope that you find this blog post helpful and at the end of this post you might be able to Set up Email Service In QuickBooks Desktop. In case you have any further query we are available 24×7 at your service. However our QuickBooks online support team is always there to assist you in your problems.

You can call us at our toll-free number i.e. 1-844-405-0907, and our certified professionals will be happy to help you!

 

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