How to use your webmail account with QuickBooks

Some users really struggle with email and QuickBooks.  Recently (I think it was in 2011) Intuit offered a way for a user to use their own personal email account for their email settings in QuickBooks.  Intuit also started to charge a fee for users to use their email servers.  So, in order to avoid that fee (there is no fee for ProAdvisors with a current membership), you have to set up your email settings to use your web mail account.

Intuit did make it very easy to set up.  Especially if you use a gmail or yahoo email account.  If you do not, you need to know your mail server addresses or just sign up for a gmail or yahoo account for this purpose.

Here is how you set this up in QuickBooks:

That is really all you have to do to use your web mail account in QuickBooks.  Remember to set up the bcc to be your email as well since you will not have any way to know when the email was sent when you use your own web mail account.  Unfortunately, the history button that shows an email was sent only works with Intuit’s mail servers.  So in order to keep a record of what you sent and when you sent it, you need to bcc your own email.  That is done by simply clicking edit>preferences>send forms and add your email to the bcc line.

Have a wonderful week!