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Setting Up E-mail in QuickBooks

  1. Log into your company file.
  2. Select Edit > Preferences.
  3. Select Send Forms in the left pane of the Preferences window.
  4. Select the Web Mail radio button (under "Send e-mail using:").
  5. Click Add.
  6. Complete the following fields in the Add E-mail Info window:
    • E-mail ID: Enter your e-mail user name (usually your e-mail address unless otherwise noted by your provider)
    • E-mail Provider: Select the relevant e-mail provider (either Gmail, Yahoo, Hotmail/Live, or Others)
    • Server Name: If you selected Others as your e-mail provider, enter the SMTP address (your e-mail provider should have given this to you)
    • Port: If you selected Others as your e-mail provider, enter the port number (for most providers, the port is 25)
  7. Mark the SSL checkbox if your provider uses this service (most providers do not use SSL by default).
  8. Click OK.
  9. Click OK to close the Preferences window.
  10. Open a document and attempt to send it. If everything is set up correctly, you will receive a message saying that the e-mail was sent successfully. If not, you will be prompted to enter your e-mail login information again.

You can also reference Intuit's article on setting up your e-mail service.