In this article you will learn how to email invoices, reports and transactions in QuickBooks. To know more contact QuickBooks Customer Care.
Make sure your outlook is compatible with your version, to support email services in QuickBooks.
In order to provide better security and stability, all connections used by QuickBooks desktop to access all the intuit services will need to meet certain system requirements. Make sure you have an updated internet explorer to keep feature like online banking, payment workings and payrolls.
Setup Outlook
Firstly create an outlook email profile, if you already have an outlook profile proceed to the next step. Generate the following information from your ISP (Internet service provider) Username, Password, Incoming email server address, Incoming email server type, Outgoing email server address. Now, setup outlook on your QuickBooks desktop. If you are not seeing outlook as an option, click on preferences from the edit menu and select Send Forms. Choose outlook and click on OK.
Webmail
You can use Secure Webmail for an easy and safe connection to your email provider in the newer versions of QuickBooks Desktop. You can also secure your webmail works by linking your Intuit account to your webmail account, so it doesn’t require you to re-enter your password every time you send an email, this feature is not available in your regular webmail. Depending upon your QuickBooks Desktop version, secure webmail is only available for certain providers. You will be required to set up a complex password for your file if you add secure webmail to your QuickBooks company file. Even if you use Secure Webmail you may still be asked to send emails through QuickBooks desktop on environments such as Right Networks.
How to setup secure webmail?
To setup secure webmail follow the steps given below:-
Step 1: On the QuickBooks Edit menu, choose Preferences and click on Send Forms.
Step 2: Select Web Mail and click on Add.
Step 3: From the drop-down select your provider and then enter your email address.
Step 4: Make sure that the Use Enhanced Security checkbox is checked.
Step 5: Click on OK.
Step 6: On being prompted, sign in to your Intuit account. The username or email address you use here may not necessarily be the same as the one you are connecting to your QuickBooks.
Step 7: As soon as your webmail provider’s login page appears, sign in and choose to grant Intuit access.
Connect with regular webmail
Your ISP determines the webmail services and port settings. QuickBooks Desktop can automatically fill out information for some of the most common providers, such as Gmail, Yahoo, and Hotmail/Live. If you use a different email provider, ensure that you find its server and port information, but it is highly recommended to verify this information with your ISP before you set up a webmail in QuickBooks Desktop.
How to setup a regular webmail?
To setup a regular webmail follow the steps given below:-
Step 1: From the QuickBooks Edit menu, select Preferences, then choose Send Forms.
Step 2: Select Web Mail, and then choose Add.
Step 3: Fill out the Add Email Info, and then choose OK.
Step 4: Click on OK to save the changes.
Read the article further to understand how to money is a funded and settled in batch in QuickBooks. To know more, contact QuickBooks Customer Care.
The funds usually reach to your bank account within 2-3 business days when you process a credit card charge. However, the waiting period which is also known as the funding period. The funding totally depends on the on the time of day you enter your transactions. The funding period is also determined by the financial institution you choose your transactions to be deposited to, and the time taken by the bank to verify and process electronic deposits.
For example, if the transactions in a particular batch occurred prior to the return date, or if the total amount of the transactions exceeds the preset thresholds then the batch of transactions will be sent back and the associated batch(s) will be delayed/suspended up to 6 calendar days. You need to check the transaction funding varies by the merchant with the help of the information that is provided during the initial application approval.
Here’s the list of things that happen after a credit card charge is processed:
AUTHORIZATION
The total amount is authorized against the cardholder’s account in order to confirm the cardholder have sufficient credit. (In cases of unusually large amount of transactions for an added level of security, you may be prompted by telephone for authorization. Your call directly goes into the credit card voice authorization center which is a central processing hub. The cardholder’s issuing bank plays an important role here as it authorizes or declines a transaction).
SETTLEMENT
The charge amount is actually submitted for payment later that day, when the charge is submitted to the bank for settlement. QuickBooks support does this for you automatically. After all the above procedures at this time funds can actually start to move between accounts.
FUNDING
At this stage the money arrives in your bank account. You usually receive the amount within two business days.
Your bank notifies you that QuickBooks support has sent funds to your account on the second day of settlement. This does not mean that your bank has cleared the funds. The Merchant Service Center shows the deposit status as pending when funds are in this state. When QuickBooks gets a confirmation from your bank that the funds which were deposited have been cleared, the status changes from pending to Funded. Search for deposits in the Merchant Service Center, if you want to know the status of your funds.
Please note: In case, you void a transaction before it is batched, the authorization for that amount remains, placing a hold on the customer’s credit for around 7 to 10 days (or up to 30 days, it depends on the policies of the cardholder’s issuing bank). So be careful when you are processing a charge, because even voided transactions can tie up your customer’s credit. Thought there are some exceptions to 3pm auto-batching, such as: checks and payments received through QuickBooks Point-of-Sale version 10.0 and earlier, Terminals, Cash registrations some Renovation accounts, and some non-merchant link accounts.
To know more on how to email invoices, reports and transactions in QuickBooks desktop, call on our QuickBooks Customer Care number. You can also write to us at support@quickbooksupport.net. For more information visit – www.quickbooksupport.net.
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