QuickBooks Gmail Integration

A huge number of companies use QuickBooks as their accounting software to accomplish tasks like invoicing, payments, reporting, etc. Alike, many small businesses use G suite to manage their schedules and communicate with customers.

However, the accounting process also involves the sharing of financial information with clients via emails on a regular basis. Over the past few years, Google and Intuit have worked together to provide the best solutions for small businesses; whether they choose to work in Gmail or in QuickBooks.

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Hence, integrating two platforms enables business owners to make it easier to communicate with their customers, maintain data accuracy, and get paid on time. Moreover, it integrates your important workflows to free you up to focus on your business instead of manually entering data, switching screens, or keeping track of bills. As a result, it reduces the amount of time they spend on the books and also reduces human errors. Let’s learn the process for QuickBooks Gmail Integration in this ultimate guide. 

Supported Triggers and Actions

Triggers

New Attachment
Triggers when you receive a new attachment (triggers once per attachment).
New Email
Triggers when a new e-mail appears in the specified mailbox.
New Labeled Email
Triggers when you label an email.
New Label
Triggers when you add a new label.
New Starred Email
Triggers when you receive a new email and star it within two days.
New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
New Thread
Triggers when a new thread starts.
New Account
Triggered when you add a new account.
New Bill
Triggers when a new bill is added.
New Customer
Triggered when you add a new customer.
New Estimate
Triggered when you add a new estimate.
New Expense
Triggers when a new expense is added.
New Invoice
Triggered when you add a new invoice.
New Invoice
Triggered when you add a new invoice (with line item support).
New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
New Payment
Triggered when a payment is received (with line item support).
New Purchase Order
Triggers when a new purchase order is added.
New Sales Receipt
Triggered when a new sales receipt is added.
Updated Customer
Triggered when an existing customer is updated.
New Vendor
Triggered when a new vendor is added.

Actions

Add Label to Email
Add a label to an email message.
Create Label
Creates a new label.
Create Draft
Create (but do not send) a new email message.
Send Email
Create and send a new email message.
Find or Send Email
Finds or creates a specific message.
Find Email
Finds an email message.
Reply to Email
Send a reply to an email message.
Remove Label from Email
Remove a label from an email message.
Create Bill (Item Based)
Create a new bill, optionally tied to a customer.
Create Bill (Account Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Bill (Item Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Credit Memo
Creates a new credit memo.
Create Customer
Adds a new customer.
Create Estimate
Create a new estimate (with line item support).
Create Expense
Creates a new expense using check, cash, or credit card.
Create Product/Service
Creates a new product or service.
Create Journal Entry
Creates a new journal entry.
Create Invoice
Adds a new invoice (with line item support).
Create Sales Receipt
Adds a new sales receipt (with line item support).
Create Payment
Creates a new payment, optionally linked to an invoice.
Create Purchase Order
Creates a new purchase order.
Create Refund Receipt
Creates a new refund receipt.
Send Invoice
Send an existing invoice.
Send Sales Receipt
Send an existing sales receipt.
Create Time Activity
Creates a new single time activity.
Update Customer
Updates an existing customer.
Update Invoice
Updates an existing invoice (with line item support).
Create Vendor
Adds a new vendor.
Find Account
Find an account by name.
Find Customer
Find a customer by name or email address.
Find Invoice
Find an invoice by number.
Find Product(s)
Find a product by name (with line item support)
Find Vendor
Find a vendor by name.
Find or Create Customer
Finds or creates a specific customer v2.
Find or Create Vendor
Finds or creates a specific vendor.

Let’s begin the Process of QuickBooks Gmail Integration:

Allow or enable less secure apps in your Google Apps account by contacting your Google Apps Administrator:

Total Time: 15 minutes

Step One

First, sign in to the Google Admin console

Step Two

Next, click on the Security >>> Basic Settings

Step Three

Now, select the “Go the Settings for less secure apps” under the Less secure apps 

Step Four

Move to the subwindow and select the radio button “Allow users to manage their access to less secure apps”

Step Five

Or simply select the “Enforce access to less secure apps for all users”

Step Six

In case, you select the “Allow users to manage their access to less secure apps” 

Step Seven

Each user who requires QuickBooks email access must complete the following steps:

1. Move to the “Less secure apps” tab within “My Account”
2. Select the “Turn on” option which is next to the “Access for less secure apps”.

Integrate multiple Email services with QuickBooks

Hundreds of programs including email services such as Outlook, Hotmail, and Yahoo, may be readily integrated with QuickBooks.

The below are the following email services that sync with QB:

1. Set up Email Services in QuickBooks 

Users that use Intuit’s services such as IMS, QuickBooks Payroll, QuickBooks Enterprise Full Service Plan, Accountant’s Copy File Transfer, and others are only eligible to use QuickBooks’ email service. 

  • Go to the QuickBooks Email Settings while setting up an email in your QuickBooks
  • Next, move to the Edit menu, if you already set up an email 
  • After that, click Preferences >>> QuickBooks Email radio button from “My Preferences” tab 
  • Now, enter the necessary information and then hit “Ok”
  • In the end, send a test email in order to verify the sync. 

2. Integrate Outlook with QuickBooks

Microsoft Outlook is the most extensively used email service among small and medium businesses. As a result, staff will not have to learn anything new in order to integrate it with QuickBooks. Its user-friendly interface helps companies in client management and team communication.

Microsoft Outlook has the following features:

  • Quick email processing 
  • Shortcut keys
  • Free import and export of data 
  • Customized calendar
  • Email attachment reminder 

3. Steps to sync the QuickBooks with Outlook

  • Initially, configure the Outlook email account that you want to use (if you have not done already)
  • Next, collect all the information from Internet or email provider such as:
    • Incoming email server address 
    • Incoming email server type
    • Outgoing email server address 
    • Username and password  
  • After that, set up Outlook in QuickBooks
    • Go to the Edit menu 
    • Select the Preferences >>> Send Forms 
    • Select the Outlook from “My Preferences” tab and then enter the details 
    • Once done then click “Ok”
  • Finally, test whether the sync is successfully done by sending a test email to yourself.

4. Integrate QuickBooks with secure Webmail 

Integrate your webmail account with your QuickBooks solution to send emails directly from the software if you want to use Gmail, Hotmail, or Yahoo email services. The methods are identical to those described above, although different email providers may require different SMTP servers, port configurations, and SSL security.

Steps to change Preferences for sending forms in QuickBooks

  • To start with moving the Edit menu >>> Preferences 
  • At the left of the Preferences window click on the “Send Forms” window within the List 
  • After that, go to the “Send Email Using” and select the “Webmail” option 
  • Next, click on the “Add” button and QuickBooks will open the window “Add Email Info” 
  • Enter the email address within the Email Id field 
  • Now, go to the Email Provider field and choose “Others” 
  • Enter the “smtp-relay.gmail.com” (without quotations) within the “Server Name” field 
  • Enter the “587” in the Port field and confirm the SSL box must be checked 
  • Once done then click Ok twice and exit the preferences window 
  • At last, test using QuickBooks form or send an email to yourself to test the sync. 

Key benefits:

1. Send Payment reminders 

Many times, customers forget to pay your bills on time or might be running late to settle his/her bills and every time you have to make calls for due payments. But now, you don’t have to follow the traditional process. If their payment is due in a few days or they’re behind schedule, you can send them polite reminders by integrating your email with QuickBooks.

2. Sync contacts 

It is time-consuming to enter client and vendor contact information into QuickBooks and your email account. All contacts are automatically synced when QuickBooks and email services are synchronized, removing the need to manually enter contact information.

3. Send invoices directly 

Creating invoice, printing it, scanning it again, and emailing it all were part of the old traditional procedure of sending bills to consumers. Even if a person spends the entire day doing such tiresome duties, he or she will only be able to send a few bills per day.

Users can send invoices through emails within QuickBooks just with the integration of email service. They will be able to save time and effort by not having to complete such tedious duties.

4. import/export data:

QuickBooks has made it easier than ever to import/export data from emails. Data from spreadsheets and other documents may be readily imported/exported using email integration, eliminating the need to copy-paste data numerous times.

Final Thoughts!

Intuit’s QuickBooks provides a variety of choices for syncing different email providers, allowing users to submit data by email with the flexibility and ease they choose. While the software allows you to send emails, Intuit has also ensured that the information you provide remains safe and secure during data transfer. It is hoped that the above solutions save you some time QuickBooks Gmail Integration.

Get the Instant Solution with Live Chat Experts

Are you still not able to resolve your QuickBooks Integration issue? We have a team of QuickBooks Integration experts with years of experience in resolving errors and issues. If you need any help asap, CHAT NOW with our experts.


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