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-kdimages-com-au
Level 1

What email name would people use for receipts email

 
1 Comment 1
Rea_M
Moderator

What email name would people use for receipts email

It'll depend on your customers' preference on which email name they want to use in receiving their receipts from QuickBooks Online (QBO), @-kdimages-com-au. I'm here to provide further details about this.

 

When you add a customer to QBO, you're able to enter the email address they have. With this, any sales transactions you create for them will automatically be sent to the email you've indicated in their profile. To register your customer's email address or update one, you'll have to visit their profile. Let me guide you how.

  1. Go to the Sales menu.
  2. Select Customers.
  3. Locate and choose the name of your customer.
  4. Click the Edit button.
  5. Add or update your customer's email information in the Email field.
  6. Select Save.

 

I've attached a screenshot below that shows the last two steps.

 

Once done, I'd recommend pulling up the Customer Contact List report. This is to make sure the update is implemented accordingly. Then, you'll be able to view your customer's phone number, email, billing address, and other contact information. Just go to the Sales and customer section from the Report menu's Standard tab.

 

Please let me know if you have other concerns. I'm just around to help. Take care always.