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lindak1119
Level 7
December 6, 2018
Solved

Change email "From" address

  • December 6, 2018
  • 39 replies
  • 242 views

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?

    Best answer by ShiellaGraceA

    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.

    39 replies

    info26
    info26
    December 6, 2018
    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.
      B
      BJS
      December 31, 2018

      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.

        S
        ShiellaGraceAAnswer
        Level 9
        December 6, 2018

        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.

          L
          lindak1119Author
          Level 7
          December 6, 2018
          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.
          info26
          info26
          December 6, 2018

          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.

            R
            RBCG
            February 14, 2024

            This solved the issue. Thanks. A bit more info to help others:

            Open Outlook Desktop

            Select FILE

            select ACCOUNT SETTING dropdown

            select ACCOUNT SETTINGS from the list - a popup screen should appear

            There multiple tabs: Email,  Data Files, RSS Feeds, SharePoint Lists, Internet Calendars, Published Calendars, Address Book - Select the second tab Data Files

            Choose the email address you want Quickbooks to send from as default.

            Select the "Set as Default" button above the list.

            Close

             

            Then test the forms email in Quickbooks. It should default to the selected account. The default Data Files account can change when you remove and/or add a new email account.  Hope this helps some. It helped me solve this issue!

             

             

            L
            leston12
            April 28, 2020

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

            S
            ShiellaGraceA
            Level 9
            April 28, 2020

            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.

            R
            RElectric5
            October 15, 2020

            Hey there, @Kurt8. 

             

            Thanks for reaching out to the Community. 

             

            To clarify, are you using QuickBooks Email or webmail? I recommend changing the email to use webmail. You can follow the steps below to do this. 

             

            1. Click on the Edit menu, then choose Preferences. 

             

             

            2. From the left pane, select Send Forms then My Preferences. 

            3. Click on WebMail, then Add. 

             

             

            4. Type in your email and choose your email provider.

            5. Hit OK to save.

             

             

            6. Hit OK on your Preferences menu.

            7. Try sending an email. It will ask you for your Email password.  

             

            You can see the details outlined in Connect your email to QuickBooks Desktop. 

             

            Let me know if you have additional questions or concerns. I'll be here every step of the way. You can always reach out to the Community or me anytime you need a helping hand in getting back to business. Take care and enjoy your day! 

             

             

             

             

             


            After I enter the email address and email provider and select OK, an Intuit screen pops up where I have to login, but the login credentials are greyed out without the option to change them. Why is this happening and how may I fix it?

             

            K
            KOGC
            March 14, 2022

            Thanks to everyone who weighed in on this.  My experience was it is, in fact, the Outlook default data file.  To change this I right clicked on the account in the left hand bar >Account Properties > Account Settings > Manage Profiles > Data Files and then I could change the default data file and the correct email is autofilled.

             

            This is a shame as I have 2 companies and will have to make a manual switch for emailing from Quickbooks.

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