Top Quick Guide: Setup Email in QuickBooks

QuickBooks users can save time by sending emails directly through the software. Start by navigating to Edit > Preferences > Send Forms. Pick your email service, enter credentials, and save. It’s helpful to test sending a sample message to confirm the setup is correct. Proper configuration ensures invoices, statements, and other forms reach clients promptly. Remember, updating passwords or changing email accounts may require reconfiguring settings to maintain seamless emailing.