Exporting reports requires Microsoft Excel 2021, 2019, 2016, 2013, or Microsoft 365 (includes 64-bit).Preparing letters requires Microsoft Word 2021, 2019, 2016, 2013, or Microsoft 365 (includes 64-bit).Email estimates, invoices, and other forms with Microsoft Outlook 2016-2021, Microsoft Outlook with Microsoft 365, Gmail, Yahoo Mail,, and other SMTP-supporting email clients.Note: Microsoft 365 is only supported when it’s locally installed, not the web version. Office 2013 and 365 (including Outlook 2013) both on 32 and 64-bit.Office 2016 (including Outlook 2016) both on 32 and 64-bit.Note: Additional RAM can enhance the use of these features. You can also find more at the Intuit App Store. Here’s a list of the most common apps you can use. It will take place at our Learning Center, and online! Space IS Limited get your spot while spots remain.QuickBooks integrates with hundreds of other apps. Looking for more QuickBooks guidance? We’re hosting a Two-Day Seminar/Webinar on QuickBooks Desktop – on the 3rd and 4th of October 2019.
If you need help setting up your email or other business information in QuickBooks, contact your Out Of The Box Technology QuickBooks ProAdvisor. If you are adding an Outlook account to QuickBooks for the first time, you may want to have the following information ready for quick setup: If you need to update QuickBooks or change from web mail to Outlook, follow these instructions: If so, be sure to enter your email password again, not your QuickBooks password as can easily happen. In the future, you may be asked to re-enter your password. Once you’ve updated your email address, email a test transaction or report to yourself to verify that it is working correctly. Then click ok, verify the information and click ok again.There you will need to add your Email address and provider.Then click “My Preferences” tab, select “ Web Mail“, then click the “Add” button.In the left column, select “Send Forms” ( see graphic to right).To tell QuickBooks to use web mail (like Gmail or Yahoo) follow these instructions: To set up your email you will need to tell QuickBooks what email platform you will be using (Outlook or Web Mail).īy default, QuickBooks automatically uses Outlook, Outlook Express or Thunderbird. Having your email account setup in QuickBooks can be very beneficial as it allows you to send invoices, sales receipts and more directly from QuickBooks. QuickBooks Inventory Tracking to FishbowlĠ Likes Locate and update your email account preferences in QuickBooks.
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