To complete duties like invoicing, payments, and reporting, the majority of accounting businesses utilize QuickBooks as their accounting software. Additionally, a frequent email exchange of financial data with clients is a part of the accounting process. To understand this complete process you will need to learn QuickBooks online to perform your tasks.
Because of this, integrating your QuickBooks with your email provider reduces human mistakes by automating the information flow.
Hundreds of programs, including email services like Outlook, Hotmail, Yahoo, etc., can simply be integrated with QuickBooks.
Integrate Outlook with QuickBooks
Hence, the most popular email service among medium-sized and large businesses is Microsoft Outlook. Therefore, connecting it with QuickBooks won’t require the staff to pick up any new skills. Businesses can manage clients and have effective team communications because of its user-friendly UI. The following are some features of Microsoft Outlook. In QuickBooks, importing and exporting data from emails is now simpler than ever.
- Free data import and export
- Reminder for email attachments
- individualized calendar
- Processing emails quickly Shortcut keys
Steps to sync QuickBooks with Outlook
1. Set up the Outlook email account you want to use (if not done already).
2. Request the following details from your email or internet service provider:
- Type of incoming email server
- Server for receiving email
- password and user name
- Server for outgoing email
3. Configure Outlook within QuickBooks
- Enter the information under Outlook in the Edit Select Preferences>Send Forms From My Preferences tab.
- Select OK.
4. Send a test email to yourself to see if the sync was successful.
Integrate QuickBooks with Secure Webmail
If you use all these apps Gmail, Hotmail, or Yahoo email services, connect your webmail account to your QuickBooks solution to send emails directly from the program. The procedures are the same as those previously described, although they might vary depending on the SMTP server, port configuration, and SSL security for various email providers.
Steps to Sync QuickBooks with Secure Webmail
- Select Edit from the menu.
- Select Send Forms from the left pane by navigating there.
- From the My Preferences tab, select the Web Mail radio button.
- You must enter the email address’s data if you want to sync it.
- Select the checkbox for SSL Security.
- Configure the SMTP Server and Port.
- Select OK.
- To test the sync, send yourself an email.
Set Up Email Service in QuickBooks
Only users of Intuit’s services, such as IMS, QuickBooks Payroll, QuickBooks Enterprise Full Service Plan, Accountant’s Copy File Transfer, etc., are eligible to use QuickBooks’ email service.
- Go to QuickBooks Email Settings while configuring the email.
- Go to the Edit menu if you’ve previously configured an email.
- Toggle to Preferences.
- Select the QuickBooks Email radio option under My Preferences.
- Enter the required information.
- Select OK.
- To ensure that the sync, send a test email.
Benefits of Integrating an Email Service with QuickBooks
Send invoices directly
Traditionally, producing an invoice, printing it, scanning it again, and emailing it to the customer was the process for sending them. Even after spending the entire day on such tiresome duties, a person can only send a small number of invoices each day.
Anytime, users can submit invoices by email from within QuickBooks thanks to the integration of email service. They can reduce the time and effort they spend on such boring jobs in this way.
Send payment reminders
What should you do if a client is late paying his invoices? Do you give them a call each time they fail to make a payment?
You can send them polite reminders and if their payment is overdue or they’re falling behind by linking your email with QuickBooks.
Import/Export data
In QuickBooks, importing and exporting data from emails is now simpler than ever. Data from spreadsheets and other documents can be readily imported and exported by integrating email, eliminating the need for repeated copy-paste operations.
Sync contacts
Does adding contact details of customers and vendors in QuickBooks and your email account feel tiring? With the synchronization of QuickBooks and email service, all the contacts get synced automatically, eliminating the need to enter contact details again and again.
Traditionally, producing an invoice, printing it, scanning it again, and emailing it to the customer was the process for sending them. Even after spending the entire day on such tiresome duties, a person can only send a small number of invoices each day. In QuickBooks, importing and exporting data from emails is now simpler than ever.
Users can submit invoices by email from within QuickBooks thanks to the integration of email service. They can reduce the time and effort they spend on such boring jobs in this way.
Read Also: Straightforward Steps To Help You Arrange Your Upcoming Surprise
