QuickBooks Desktop provides a method of emailing that does not require additional subscriptions.  This option involves entering POP settings to activate the process.

Detailed instructions

No additional fee! Enter your username in QuickBooks Desktop preferences. You'll only need to set this up once.

AOL, Comcast, and Centurylink are all examples of service providers that support POP email.

Note: If you don't want to use POP email, you could also set up another service or just save your report or transaction as a .pdf file.

  1. You'll need to close this window to get back to your preferences, so you may want to print or email these instructions to yourself:
  2. You'll need your email provider's SMTP (or POP) settings. Some are provided below, but these tend to change often. Open the SMTP settings link below and click on your provider. You'll see Google search results for your provider.. That's often the best way to make sure you're up to date.
    Important: Links to google searches open search results not provided by Intuit.

     
  3. If you have the Choose your Email Method message open, click the Setup my email now button.
  4. (Optional) If you don't have the message open, open preferences by choosing Preferences from the Edit menu.
  5. Along the left side of the Preferences window, select Send Forms.
  6. Along the top of the Preferences window, click the My Preferences tab.
  7. Select Web Mail and click Add.
  8. In the Add Email Info window:
    1. Enter your email address in the Email Id field.
    2. From the Email Provider drop-down list, select Others.
    3. Enter your ISP's mail server name in the Server Name field.

      Important: Servers and port settings are determined by your ISP. They often change. Check with your ISP to make sure your settings are correct before entering them into QuickBooks.

    4. (Optional) If the port number is not 25, enter the correct number

      Important: Servers and port settings are determined by your ISP. They often change. Check with your ISP to make sure your settings are correct before entering them into QuickBooks.

    5. (Optional) Select the SSL checkbox if your ISP specifies that Secure Socket Layer should be enabled.
  9. Click OK. Your email account appears in the E-Mail Ids field and is set as the current default.
  10. Click OK.
  11. Email a transaction or report as a test.

Note: You may be required to enter your password one or more times prior to sending forms when you launch QuickBooks or when you launch Windows. For security reasons, QuickBooks cannot store the password to send your email.

 

 

 

 

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