Thanks for detailing that out for me. What is happening here is that QuickBooks gets confused by your main login token, so it keeps defaulting to your personal account.
To fix this, we'll need to have a refresh using these steps:
- Go to Edit, select Preferences, and click Send Forms.
- Under My Preferences, delete the shared email.
- Click Add to put it back, and make sure you type the shared email credentials into the pop-up box.
If that email doesn't have its own password, QuickBooks won't let you use the webmail option for it. You'll have to switch your QuickBooks settings to the Outlook option instead, which means adding that shared email directly into your Outlook app first.
You can find the exact steps right here: Connect your email to QuickBooks Desktop.
Feel free to respond and let us know if you have any questions.
