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Replying to:
tulsahandyman
Level 2

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" edit " menu?  where?  is this in the settings somewhere? I don't see an 'edit' menu in settings, in the dashboard or any of the side menus. 


@MirriamM wrote:

Hi there, jeggertz. I want to make sure you'd able to send an email with Gmail in QuickBooks.

 

You can edit your email information and set the server name and port to your email provider. Here's how:

  1. Go to the Edit menu at the top.
  2. Click Preferences.
  3. Select Send Forms.
  4. Under the My Preferences tab, select your Gmail account.
  5. Click Edit.
  6. Go to the SMTP Server Details section in the Edit Email Info screen.
  7. Set the server name and port to your email provider settings. 

 

For more details on the steps above, visit this article: Fix Error: Could not connect to the email server. Then, once done, send a test email again. 

 

For additional reference in connecting your email to QuickBooks Desktop (QBDT), see this resource: Connect your email to QuickBooks Desktop.

 

Please let me know in the comments section down below if you have any other concerns. Have a great day ahead.


 

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