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September 20, 2021
Question

My estimate is being sent from an email that my clients don't recognize and some aren't receiving them. Invoices are ok. How do I change the sent from email?

  • September 20, 2021
  • 3 replies
  • 47 views
No text available

3 replies

QuickBooks Team
September 20, 2021

Hi there, @bob-trophysupply.

 

Let me share what I know about the outgoing email address of your QuickBooks Online account.

 

You can change the customer-facing email address of your account.

 

Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the gear icon located at the upper right corner of your screen
  3. Select Account and Settings.
  4. From the Company page, find the Company email and click on the pencil icon.
  5. Uncheck the box beside the Same as company email.
  6. Type in the email address you want to use.
  7. Hit Save.

 

Make sure to check the company email and the customer-facing email address are correct. You can also send an estimate to your email to ensure that your customer will see the exact address.

 

Additionally, you can check this article as your reference if you want to customize templates for invoices and estimates: Customize invoices, an estimate, and sales receipts in QuickBooks Online.

 

Keep in touch if you need any more assistance setting up a new email address or, there's something else I can do for you. I've got your back. Have a good day.

September 22, 2021

It still is not being received by clients.  I have a drop down on invoices to show where the email is being sent from however I don't have that option on estimates.

Moderator
September 22, 2021

There are times that local internet cache files stored in the system can cause unexpected behavior in the product, bob-trophysupply. 

 

Let’s perform some basic troubleshooting so that you have the option to view the email being sent on the estimate. 

 

Let's go ahead and try signing in to QBO using a private or incognito window. This mode doesn't use the existing cache data and helps us confirm browser-related issues.

 

Here's how:

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Option + P

 

If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The overtime collection of data can create corruption, however, removing this should fix the issue. You can also use other supported, up-to-date browsers to roll out the possibility of a browser-related issue. 

 

If the issue persists, I'd recommend contacting our Customer Care Team. A specialist can securely look up your account and further investigate the root cause of this issue.    

 

Also, I've added this article that can guide you in creating and sending estimates in QuickBooks Online. 

 

If I can be of any other assistance, don't hesitate to tag my name in the comment section. I'm always here to back you up. Stay safe!