cancel
Showing results for 
Search instead for 
Did you mean: 
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?

Solved
Best answer 12-06-2018

Accepted Solutions
Highlighted
QuickBooks Team

Hi CDFM, Let me help you get your email address up as qui...

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

15 Comments
Level 2

You need to set DEFAULT DATA FILE in outlook, it's the ta...

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

Hi CDFM, Let me help you get your email address up as qui...

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

Level 1

Same problem.  Using Windows 10, QB Premier 2015, Outlook...

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.
Level 1

If I'm set for Outlook and using the radio button why wou...

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

I just found you need to set DEFAULT DATA FILE in outlook...

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.
Level 1

I can't find DEFAULT DATA FILE in outlook.  Office 365 is...

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

You need to set DEFAULT DATA FILE in outlook, it's the ta...

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.

BJS
Level 1

Re: You need to set DEFAULT DATA FILE in outlook, it's the ta...

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.

Level 1

Re: Hi CDFM, Let me help you get your email address up as qui...

Thanks

Level 1

Re: Hi CDFM, Let me help you get your email address up as qui...

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!!

Moderator

Re: Hi CDFM, Let me help you get your email address up as qui...

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!

Level 1

Re: Hi CDFM, Let me help you get your email address up as qui...

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!

QuickBooks Team

Re: Hi CDFM, Let me help you get your email address up as qui...

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. 

Level 1

Re: Hi CDFM, Let me help you get your email address up as qui...

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?

QuickBooks Team

Re: Hi CDFM, Let me help you get your email address up as qui...

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.

Need to get in touch?

Contact us