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Level 1

Change email "From" address

I changed the Company/Company Information/Contact Information field to a new email address.  But invoices still show the old email address in the "From" field when I email them out.  I am using Windows 10, Outlook 2013, and QB Pro 2013.  How do you change this?

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Best answer 12-06-2018

Best Answers
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QuickBooks Team

Change email "From" address

Hi CDFM,

Let me help you get your email address up as quickly as possible.

You'll need to configure your email service in the preferences to send transactions in QuickBooks Desktop. It could be that Outlook was not selected as the default email client.

Here's how to set up Outlook in QuickBooks Desktop:

  1. From the Edit menu, choose Preferences and select Send Forms.
  2. Under My Preferences tab, tick the Web mail radio button and click Add.
  3. Fill out the Add Email Info screen and click OK.
  4. Click OK to save the Preference.

MICROSOFT OUTLOOK 365 uses outlook.office365.com for the Server and 587 for the port (SSL enabled). You can also check out this article for more information: Set up your email service in QuickBooks Desktop

Reach out to me if there's any way I can be of help.

View solution in original post

21 Comments
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Level 2

Change email "From" address

You need to set DEFAULT DATA FILE in outlook, it's the tab right next to "e-mail" tab in account settings. changing the default email alone does not fix it.
Highlighted
QuickBooks Team

Change email "From" address

Hi CDFM,

Let me help you get your email address up as quickly as possible.

You'll need to configure your email service in the preferences to send transactions in QuickBooks Desktop. It could be that Outlook was not selected as the default email client.

Here's how to set up Outlook in QuickBooks Desktop:

  1. From the Edit menu, choose Preferences and select Send Forms.
  2. Under My Preferences tab, tick the Web mail radio button and click Add.
  3. Fill out the Add Email Info screen and click OK.
  4. Click OK to save the Preference.

MICROSOFT OUTLOOK 365 uses outlook.office365.com for the Server and 587 for the port (SSL enabled). You can also check out this article for more information: Set up your email service in QuickBooks Desktop

Reach out to me if there's any way I can be of help.

View solution in original post

Highlighted
Level 1

Change email "From" address

Same problem.  Using Windows 10, QB Premier 2015, Outlook 2016.   I need to change my from email for invoices and estimates to a new email address.  I've changed it in my MY Company but the forms keep sending from the old email.
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Level 1

Change email "From" address

If I'm set for Outlook and using the radio button why would I need to change to Web Mail?
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Level 2

Change email "From" address

I just found you need to set DEFAULT DATA FILE in outlook, it's the tab right next to e-mail in account settings. changing the default email alone does not fix it.
Highlighted
Level 1

Change email "From" address

I can't find DEFAULT DATA FILE in outlook.  Office 365 is not laid out that way.
Highlighted
Level 2

Change email "From" address

You need to set DEFAULT DATA FILE in outlook, it's the tab right next to "e-mail" tab in account settings. changing the default email alone does not fix it.

Highlighted
Level 1

Change email "From" address

Thank you!!! I have been trying to solve this problem for a very long time. I changed the "data" default (didn't realize it existed) in outlook and fixed the problem.

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Level 1

Change email "From" address

Thanks

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Level 1

Change email "From" address

Can you update the link with the instructions on how to set up email service in QuickBooks Desktop, please? The current link does not work. Thank you!!

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Moderator

Change email "From" address

Hi there, @sbruno.

 

Thanks for joining this conversation. I'm happy to share the updated help article/link for the detailed instructions on how to set up email service in QuickBooks Desktop (QBDT).

 

The steps to do may differ depending on the email provider you're trying to set up. Here's the updated help article/link for more information: Set up email service.

 

That information should get you on the right track. Please let me know how it goes or if I can be of additional assistance. I'm only a post away if you have any follow-up questions. Wishing you and your business continued success!

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Level 1

Change email "From" address

Hello, I have a bit different issue with the FROM field in the emails I sent via QuickBooks Enterprise. My customers receive emails from me sent via QuickBooks Enterprise (invoices, sales orders, etc.) and see my name as "j.doe" in the FROM field. I have my email set in QuickBooks via WebMail and using Gmail account with enhanced security. When I send emails from my Gmail account they arrive as John Doe in FROM field. How can I set up in QuickBooks Enterprise the way that my emails from QuickBooks arrives as John Doe name in FROM field? I am using QuickBooks Enterprise 19. Thank you!

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QuickBooks Team

Change email "From" address

Hello there, @ubcgroupusa.

 

Let me help share some details about setting up email service in QuickBooks Desktop. 

 

When using Gmail account when setting up an email service, QuickBooks will recognize the name that was set up on your Gmail account which will show as your complete first and last name in the From field email header. 

 

However, when sending an email using the QuickBooks webmail, the default sender's name format is your FirstName.LastName (i.e. J.Doe) and there isn't an option to change it as of the moment.

 

I understand how this option would be helpful for you, and I'll make sure to take note of this. 

 

For additional reference, you can check this article to learn how to set up your email service with QuickBooks Desktop: Set up email service

 

Please know that you're always welcome to post if you have any other questions about the email service. Have a good one. 

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Level 1

Change email "From" address

I just want to change the address for invoices and statements.  From what I can see it looks like I have to use "Send Forms" but that will change the address for all forms sent won't it?

Highlighted
QuickBooks Team

Change email "From" address

Good day, @ccobb09,

 

You can change the address when sending your invoices and statements. Using the Send Forms feature won't change the address for all sent forms since you can select an email from the drop-down.

 

With that being said, let's set up more address to your preferences. This will allow you to select the specific address from the From drop-down on the Send Forms page.

sendforms.PNG

Use the setup email service provided by my colleague in this thread to add a new one. Whatever you set up as the default address, it will be used when you send other forms on the transaction page.

 

If you encounter an error when emailing transactions or reports, check this out: QuickBooks is unable to send your email to Outlook. This article provides solutions and detailed steps to resolve the issue.

 

Let me know if there's anything else you need and I'll get back to you.

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Level 1

Change email "From" address

I changed my email address in quick books as suggested and now I can't email invoices or estimates.  It still shows the old email address in the right hand corner about "Manager Your Account" in "My Company" section.  Please help!!

Highlighted
QuickBooks Team

Change email "From" address

Hello there, Carolyn1.

 

The email address under Manage Your Account in the My Account section is used for your QuickBooks account. This is not the information used when you email invoices or estimates to your customers. 

 

You'll want to update the email address in the preferences instead. But, before doing so, let's make sure that your QuickBooks Desktop is updated to the latest release.

 

Then, follow these steps:

  1. Click Edit located at the top, and select Preferences.
  2. In the Preferences window, click Send Forms on the left panel.
  3. Click the Add button, and then add the email address.
  4. Choose the Email Provider, and select OK.
  5. Once done, click OK again.

Here's a sample screenshot for reference:

 

If you're getting the same result, please contact our Customer Care Team to further check the settings.

 

Here's how you can reach out to us:

  1. Click Help located at the top.
  2. Choose QuickBooks Desktop Help.
  3. Enter a brief description of your issue and click Continue.
  4. You can choose Message an Agent or Talk to a Specialist.

Don't hesitate to visit us here if you have other questions or concerns. Thanks.

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Level 1

Change email "From" address

How do you change the sent from email when sending an invoice on QB2020 ONLINE (not desktop)?

Highlighted
QuickBooks Team

Change email "From" address

I'm glad that you reached out to us, kolpasky. 

 

QuickBooks Online sends your sales forms using the email “QuickBooks@notification.intuit.com.” It is set up this way so that you’re updated on the status of the sent invoices. The program will tell you when the sales transaction form was viewed, sent, or paid. As of the moment, the option to change the sent from is unavailable  in QBO. I can send feedback to our engineers about your suggestion. This way, it might be given a chance to be added when roll out product updates.

 

As we assess this opportunity, I encourage you to visit our QuickBooks Online Blog to stay current with our news and updates.

 

I've included an article that will help you personalize your sales forms in QuickBooks Online: Customize your invoices, estimates, and sales receipts.

 

If you have any other concerns or questions, please tag me below and I'll get back to help as soon as I can. Take care!

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Level 1

Change email "From" address

I'd like to know how to do the same on QB for Mac Desktop please 

Highlighted
QuickBooks Team

Change email "From" address

Hi @leston12,

 

QuickBooks uses the default Intuit email when sending customer transactions. Let me guide you how to keep track of the emails you've sent to your customers.

 

  1. Go to Customers, then Create Invoice.
  2. Choose Create an Invoice on the left panel, or click + at the bottom of the list.
  3. Type in the information, then Save.
  4. Then, go to File, Print Forms, and then Email forms.

Once done, you'll want to navigate to the Customer Center to view the email status. Here's how:

 

  1. From the Customer Center, click the Emails button.
  2. Choose a customer from the left panel to see the list of emails you've sent to them.
  3. You can also sort the emails by date, just click on the column header.

I've attached these awesome articles for your reference.

 

Should you have other questions, please don't hesitate to drop-by anytime. I'd be glad to assist you further. Thanks for posting and have a good day.

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