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Skink
Level 1

How to Change Project Email Address

I have multiple projects for my customers. The customer updated there email address and I changed it in there profile but when I create a invoice through the project it always holds the old email and never updates to the new one. How do I fix this?

7 REPLIES 7
Ashleigh1
QuickBooks Team

How to Change Project Email Address

Hello Skink, 

 

Welcome to the Community page, 

 

Could you please ring the support line on 0808 234 5337 the line is open mon to fri 8am to 7pm and is free from any UK landline or mobile, so you can set up a screen share with the agent on the phone so they can look into this more for you, and if needs be can raise this up to be looked into more by our engineers. 

AliFarmer
Level 1

How to Change Project Email Address

Hi, 

Is there a way of changing the email address attached to a project without contacting customer services?

LeizylM
QuickBooks Team

How to Change Project Email Address

Good day, AliFarmer. 

 

I'm here to ensure you're able to change the email address in QuickBooks Online (QBO). 

 

We can simply change the email address attached to a project by going to Customer Details. I'll show you how:

 

  1. Go to the Sales menu from the left menu and choose Customer.
  2. Select Customer Details and click Edit. 
  3. You can enter the email address in the Email field.
  4. Click Save.

 

I'm also adding this article as your reference to manage projects in QuickBooks Online: 

 

 

Please know that you can always post if you have more concerns about changing emails, and other details in your QuickBooks account. I'm here to help you anytime.

AliFarmer
Level 1

How to Change Project Email Address

Hi, 

 

Thanks for the response, this did not resolve the issue.  The instructions just changed the customer email address not the project email address, they are different.

Ashleigh1
QuickBooks Team

How to Change Project Email Address

 Hello AliFarmer, when you set up a project you can change the email address on the customer set up and it will impact on the project. But once you have sent one invoice on the project the email address is locked in for the project. Therefore after that changing the email address in customer settings will have no impact on the project once the 1st invoice has been sent. You will have to manually edit the email address on the project invoice itself.

AliFarmer
Level 1

How to Change Project Email Address

Hi, 

Thank you for the update!  That is a bit rubbish, the email address is incorrect and time consuming updating for 25 emails a month.  Is there a way for Quickbooks support to change it?

 

Ashleigh1
QuickBooks Team

How to Change Project Email Address

Hello AliFarmer, no problem at all, you can leave it as feedback within the main cog wheel this gets sent straight to the developers.

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