Steps to Update Email Notification Settings in QuickBooks Premier:

Steps to Update Email Notification Settings in QuickBooks Premier:

1. Open QuickBooks Desktop Premier:

   • Launch QuickBooks and log in as the administrator.

2. Access Email Preferences:

   • Go to the Edit menu at the top.
   • Select Preferences from the dropdown menu.

3. Navigate to Send Forms:

   • In the Preferences window, choose Send Forms from the left-hand menu.

4. Set Up the New Email Address:

   • Under the My Preferences tab:
     • Select the email service you want to use (e.g., Outlook, Webmail, or QuickBooks Email).
     • Click Add or edit the existing email account.

5. Update Email Credentials:

   • If you're using Webmail (e.g., Microsoft 365, Gmail, or Yahoo):

     • Enter the new email address.
     • Input the email's SMTP settings and login credentials. For Microsoft 365:
       • Server Name: smtp.office365.com
       • Port: 587
       • SSL: Enabled
       • Enter your full email address and password.
     • Click OK to save.

   • If you're using Outlook:

     • Ensure Outlook is set up with the correct new email account.
     • QuickBooks will automatically pull the settings from Outlook.

6. Test the Email Configuration:

   • Send a test email to confirm that the new settings work correctly:
     • Click the Email or Send Forms button for any document (like an invoice or pay stub).
     • Verify that the email is sent from the correct email address.

7. Update User Notifications (Optional):

   • If other users need to be notified of changes or events, you can configure this in the Company Preferences tab under specific settings (e.g., reminders, alerts).

Additional Notes:

• Multi-Factor Authentication (MFA): For Microsoft 365 or Gmail accounts with MFA enabled, you may need to generate an app-specific password for QuickBooks to use.
• SMTP Limitations: If QuickBooks displays errors when trying to send emails via SMTP, ensure that the email provider (e.g., Microsoft 365) allows third-party applications to connect using the provided settings.