How to setup email services in QuickBooks

QuickBooks 2011-2013 or Enterprise 11.0-13.0

Send email from QuickBooks using Outlook, Outlook Express, or Windows Mail (works with Outlook 2002, 2003 or 2007).

Important: If your email program is not already set up, you will need an email profile in Outlook, Outlook Express or Windows Mail.

  1. Open QuickBooks and choose Edit > Preferences.
  2. Click the My Preferences tab.
  3. Select Send Forms and verify that your email client is an option in the Send emailing using section.
  4. (Optional) If your email client is not selected, choose the option you want and click OK.

Important: Outlook 2010 email is currently not supported with QuickBooks 2011 and later products. If you are using Outlook 2010, please see  Save Invoices, Reports Estimates, Purchase Orders and other forms as a .pdf file.

 

QuickBooks 2010 or Enterprise 10.0

Intuit recommends 2 solutions for this problem. Choose the solution that works best for you..

Solution 1: Send email from QuickBooks using Outlook, Outlook Express, or Windows Mail (works with Outlook 2007, 2003, or 2002).

Important: If your email program is not already set up, you will need an email profile in Outlook, Outlook Express, or Windows Mail.

  1. Open QuickBooks and choose Edit > Preferences.
  2. Click the My Preferences tab.
  3. Select Send Forms and verify that your email client is an option in the Send emailing using section.
  4. (Optional) If your email client is not selected, choose the option you want and click OK.

Important: Outlook 2010 is currently not supported with QuickBooks 2010 products. Please use solution 2 in this article to send QuickBooks transactions if you are using Outlook 2010.

Solution 2: Send forms and reports created in QuickBooks as .pdf file attachments

  1. Open QuickBooks and the form you want to send.
  2. Choose File > Save as PDF.
  3. Click the Save in window drop-down arrow and enter the location where you want to save the .pdf file.
  4. Click in the File name window and enter a file name.
    Note: Be sure to leave the .pdf extension after the file name. Example: Jada_Rivers_Invoice_23.pdf.
  5. Click OK to save the .pdf file.
  6. Open your email application, create your email message, attach the .pdf file you just saved, and send the email message.

 

QuickBooks 2009 or Enterprise 9.0

Intuit recommends 2 solutions for this problem. Choose the solution that works best for you..

Solution 1: Send email from QuickBooks using Outlook, Outlook Express, or Windows Mail (works with Outlook 2007, 2003, 2002, or 2000).

Important: If your email program is not already set up, you will need an email profile in Outlook, Outlook Express or Windows Mail.

  1. Open QuickBooks and choose Edit > Preferences.
  2. Click the My Preferences tab.
  3. Select Send Forms and verify that your email client is an option in the Send emailing using section.
  4. (Optional) If your email client is not selected, choose the option you want and click OK.

Important: Outlook 2010 is currently not supported with QuickBooks 2009 products. Please use solution 2 in this article to send QuickBooks transactions if you are using Outlook 2010.

Solution 2: Send forms and reports created in QuickBooks as .pdf file attachments

  1. Open QuickBooks and the form you want to send.
  2. Choose File > Save as PDF.
  3. Click the Save in window drop-down arrow and enter the location where you want to save the .pdf file.
  4. Click in the File name window and enter a file name.
    Note: Be sure to leave the .pdf extension after the file name. Example: Jada_Rivers_Invoice_23.pdf.
  5. Click OK to save the .pdf file.
  6. Open your email application, create your email message, attach the .pdf file you just saved, and send the email message.

 

QuickBooks 2008 or Enterprise 8.0

QuickBooks Email and other services and support will be discontinued for QuickBooks 2008 on May 31, 2011.

At Intuit, we are committed to developing easy, straightforward products that help you today and grow with you into tomorrow – but it’s a balancing act. To help ensure the best products and services for all our customers, we support our services on our latest products. Read more about Service Discontinuation.

You can still email your QuickBooks forms or other documents using the steps in this article. You can also upgrade to QuickBooks 2011 for additional email options like webmail, Windows Mail, and POP mail.

Solution 1: Send email from QuickBooks using Outlook, Outlook Express, or Windows Mail (works with Outlook 2007, 2003, 2002, or 2000).

Important: If your email program is not already set up, you will need an email profile in Outlook, Outlook Express, or Windows Mail.

  1. Open QuickBooks and choose Edit > Preferences.
  2. Click the My Preferences tab.
  3. Select Send Forms and verify that your email client is an option in the Send emailing using section.
  4. (Optional) If your email client is not selected, choose the option you want and click OK.

Important: Outlook 2010 is currently not supported with QuickBooks 2008 products. Please use solution 2 in this article to send QuickBooks transactions if you are using Outlook 2010.

Solution 2: Send forms and reports created in QuickBooks as .pdf file attachments

  1. Open QuickBooks and the form you want to send.
  2. Choose File > Save as PDF.
  3. Click the Save in window drop-down arrow and enter the location where you want to save the .pdf file.
  4. Click in the File name window and enter a file name.
    Note: Be sure to leave the .pdf extension after the file name. Example: Jada_Rivers_Invoice_23.pdf.
  5. Click OK to save the .pdf file.
  6. Open your email application, create your email message, attach the .pdf file you just saved, and send the email message.

 

QuickBooks 2007 or Enterprise 7.0

QuickBooks Email and other services and support were discontinued for QuickBooks 2007 on May 31, 2010 and will be discontinued for QuickBooks 2008 on May 31, 2011.

At Intuit, we are committed to developing easy, straightforward products that help you today and grow with you into tomorrow – but it’s a balancing act. To help ensure the best products and services for all our customers, we support our services on our latest products. Read more about Service Discontinuation.

To continue to use QuickBooks Email, you will need to upgrade to QuickBooks 2011. If you choose not to upgrade, you can still email your QuickBooks forms or other documents using the steps in this article.

Solution: Send forms and reports created in QuickBooks as .pdf file attachments

  1. Open QuickBooks and the form you want to send.
  2. Choose File > Save as PDF.
  3. Click the Save in window drop-down arrow and enter the location where you want to save the .pdf file.
  4. Click in the File name window and enter a file name.
    Note: Be sure to leave the .pdf extension after the file name. Example: Jada_Rivers_Invoice_23.pdf.
  5. Click OK to save the .pdf file.
  6. Open your email application, create your email message, attach the .pdf file you just saved, and send the email message.

If this solution does not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free, or you can contact a technical support agent for additional guidance. Fees may apply.

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