ZackE
Moderator

Other questions

Thanks for becoming part of the Community, NVillar. Our Product Investigations team has finished their research into this investigation (INV-58175). I'd be more than happy to provide you with an update.
 

The edits made in Outlook can't be controlled in any way by QuickBooks. What you can do is set up webmail to work with your books. Before you get started, there's a few things you'll need and want to be aware of:

  • Verify the webmail servers and port settings with your ISP.
  • Webmail providers require users to enable their account settings for two-step verification.
  • QuickBooks can auto-fill information for some of the most common providers.

 

Here's how to set up webmail:

  1. In your top menu bar, go to Edit, then Preferences.
  2. Click Send Forms.
  3. Choose Web Mail and hit Add.
  4. Enter the required details and press OK.
  5. Select OK.

 

You can also customize and use form templates. If you don't have access to change templates or edit them, you'll need to be made into an admin or have permissions added for editing company preferences.

 

I've additionally included a detailed resource about working with emails that may come in handy moving forward: Connect your email

 

Please don't hesitate to send a reply if there's any questions. Have a great day!