QuickBooks online how do I send recurring invoices with my Gmail account

Hello there, @SteveM. Let me show you how to use the Gmail address under the recurring transaction in QuickBooks Online.

The email address allows QuickBooks to send the customer important updates, notifications, recurring transactions, and other relevant information. 

Let's navigate to Accounts and Settings since you may want to update the email on your sales forms as your Gmail address.

Here's how:

1. Go to Settings ⚙, then select Account and Settings.
2. On the Company page, select Contact info.
3. Enter your company email, then choose Save.

After that, recurring transactions will use the information you set up. It automatically appears once you input the Gmail Address.

I'll be around the corner if you want additional assistance.

At the moment it's my work email in there so are you saying if I put my Gmail in there all recurring invoices will send using my Gmail account?

Hi Stevemdp, apologies for any confusion - the steps above will continue to send from the QuickBooks server, however will display your Gmail address.

If you'd like to send these using your Gmail account instead, here's how: 

1. Create an invoice or open an existing one.
2. Once you fill out the necessary fields, select Save and send to open the preview window.
3. Above the customer’s email, select the From ▼ dropdown.
4. Select Add Gmail address, then Connect Google account.
5. Enter your Gmail address in the sign in window, then select Next. Note: If your computer remembers your Gmail, select the email you want to use. Then Allow and you're good to go.
6. Enter your Gmail password, then select Next.
7. Select Allow. Then you're ready to send invoices.

After this, invoices created will continue to be sent through your Gmail account. You can find the invoices you sent from QuickBooks Online in your Sent folder. To disconnect: 

1. Create an invoice or open an existing one.
2. Once you fill out the necessary fields, select Save and send.
3. Above the customer’s email, select the From ▼ dropdown.
4. Select Remove Gmail address.

To learn more about sending invoices from your Gmail address, visit our FAQ page.

Hi thank you I have done that I get a copy of invoices sent to me an they are still coming from [email address removed].

Thanks for the prompt response, @Stevemdp. Let me clarify things for you about using a Gmail account when sending recurring invoices.

In QuickBooks Online (QBO), there's no possible way to use a Gmail address when setting up your recurring invoices. The steps shared above only apply if you send invoices one at a time.

While this option is unavailable, I recommend sending these suggestions to our Product Development Team so they can review them and might consider implementing them in the future. Here's how:

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Enter your comments or product suggestions.
4. Then select Next to submit feedback.

Furthermore, you can visit these resources for additional details on how you can utilize your Gmail address when mailing invoices to your customers:

• Use your Gmail address to send invoices
• Send invoices from your Gmail address FAQ

If you have further questions about managing your recurring transactions in QBO, just let me know by leaving a comment below. I'm always here to help.