Hello fellow QuickBooks users,
I've noticed a few questions floating around about the best way to email invoices and reports directly from QuickBooks, especially for those of us using a Microsoft Exchange server for our business email. It can be a bit tricky, as a direct "plug-and-play" integration isn't a core feature. However, it's definitely achievable and can streamline your workflow significantly.
The most common way to get QuickBooks and Exchange to talk to each other is by configuring QuickBooks to send emails through your Outlook account. This ensures that your customers receive professional-looking emails from your official business address, and you have a record of these communications in your "Sent Items."

Common Hurdles to Watch Out For:

Firewall and Antivirus: Before you dive deep into settings, make sure your firewall or antivirus software isn't blocking the connection between QuickBooks and your Exchange server.
Two-Factor Authentication (2FA): If you have 2FA enabled on your Microsoft account for added security, you'll likely need to generate an "App Password" to allow QuickBooks to authenticate.
User Permissions: Ensure that the Exchange account you're using has the necessary permissions for external applications to access it.
A crucial step in this process is ensuring that your Outlook is properly configured to communicate with your Exchange Server. If you're running into issues, or just want to double-check that your setup is correct, this guide is an excellent resource:

https://www.exchangemvp.org/configure-outlook-2016-exchange-server-2010-13-16/

For those who are more tech-savvy or have more complex needs, there are other avenues to explore:

QuickBooks Web Connector (QBWC): For QuickBooks Desktop users, this tool can act as a bridge to web-based applications that might be linked to your Exchange server.

APIs and SDKs: If you're using QuickBooks Online, you can leverage APIs to build custom integrations.