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5
5146
December 1, 2023
Question

Why doesn't quickbooks online use the largest email program outlook? So time consuming looking up emails all day

  • December 1, 2023
  • 1 reply
  • 0 views
I switched from quickbooks desktop to online and now I am looking up emails all day to process dozens of quotes to all different customers employees.

1 reply

J
jeanbiverly_
December 1, 2023

I understand how important efficiency is for a more productive workflow, @5146.

 

You can send emails from QuickBooks Online (QBO). To integrate Outlook with QBO, you can use a connector app. Here's how to find one:

 

  1. In the left navigation panel, go to Apps.
  2. Select Find apps.
  3. Enter the app name in the search bar or select the Browse category dropdown menu to check out different apps.

 

After that, you can seek further assistance from Outlook support.

 

In case you want to email a sales form or report to multiple addresses directly from QBO, you can check out this article for more guidance: Email a sales form or report to multiple email addresses.

 

Please let me know if you have follow-up concerns related to emails. I'm always available to help.

5
5146Author
December 4, 2023

I have searched "email" apps such as outlook nothing comes up.  It looks like I would need to create a google "contact" list of my customers or just keep looking up and typing in email address every time I need to send my customers employees estimates and purchase orders. Quickbooks desktop connected to outlook 365 and automatically filled in the email addresses once I started typing the address.

M
Mark_AG
December 4, 2023

Hi there, @5146.

 

I recognize the importance of automatically filling in your customer's email address if you create a transaction for them. QuickBooks Online integration with Outlook email isn't currently unavailable. However, you can still achieve this goal, and I'm here to guide you how. 

 

We'll need to manually input each customer's email address in its customer profile once to automatically fill in the email address whenever you create a transaction.

 

Here's how:

 

  1. Go to Customers & Leads in the left menu.
  2. Select the Customers tab and choose a customer.
  3. Click the Edit button.
  4. Under the Name and Contact section, you can input that customer's email address in the Email box field.
  5. Hit Save.

 

Repeat each step to configure each of your customers so that whenever you create a transaction, you'll no longer need to type the email as it will automatically fill.

 

You may also consider adding a sub-customer to track and create projects under the main customer.

 

You're always welcome to post here in the Community if you have further questions about QuickBooks Online app integration. We're always here to assist you.

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