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How Do I Connect My Email to QuickBooks Online?

Published in QuickBooks Email Integration 3 mins read

You can connect your email, specifically a Gmail address, to QuickBooks Online primarily to send invoices directly from the platform, streamlining your billing and customer communication. This integration allows you to send professional invoices from an email address your clients recognize.

Connecting Your Gmail Address for Sending Invoices

QuickBooks Online provides a straightforward process to link your Gmail account, enabling you to send invoices effortlessly without leaving the software. This is particularly useful for maintaining a consistent brand image and ensuring all billing communications originate from your business email.

To connect your Gmail address, follow these simple steps:

  1. Create or Open an Invoice: Begin by either creating a new invoice or opening an existing one that you wish to send. This is the starting point for initiating the email connection process within QuickBooks Online.
  2. Initiate Sending: Once you have filled out all the necessary fields on your invoice, look for and select the "Save and send" option. This action will typically open a preview window, allowing you to review the invoice before it's dispatched.
  3. Access Email Options: In the preview window, you will find a "From ▼" dropdown menu. Click on this menu to reveal your email sending options.
  4. Add Gmail Address: From the options presented in the dropdown, select "Add Gmail address". This choice signals to QuickBooks that you intend to use a Google account for sending.
  5. Connect Google Account: Finally, you will be prompted to "Connect Google account". Follow the on-screen instructions to securely link your specific Gmail account to your QuickBooks Online company. This usually involves signing into your Google account and granting QuickBooks the necessary permissions.

Benefits of Connecting Your Gmail

Integrating your Gmail account with QuickBooks Online for invoice sending offers several advantages:

  • Professionalism: Send invoices from a familiar and branded email address.
  • Efficiency: Dispatch invoices directly from QuickBooks, saving time and reducing the need to switch between applications.
  • Record Keeping: Keep a clean record of sent invoices within QuickBooks Online.

Step-by-Step Overview

For a quick reference, here's a summary of the steps to connect your Gmail:

Step Action Description
1 Prepare Invoice Create or open an invoice in QuickBooks Online.
2 Select Send Choose "Save and send" to open the preview window.
3 Choose "From" Click the "From ▼" dropdown in the preview window.
4 Add Gmail Select "Add Gmail address" from the options.
5 Connect Account Follow prompts to securely "Connect Google account."

This connection ensures that your billing communications are streamlined and professional, enhancing your business operations within QuickBooks Online.