Emailing Forms from different email addresses

svryhof · ‎February 01, 2021

Does the 'send from' email address always have to be the email address in the company file? We would like different emailed forms to come from different employees (example Sales invoices come from an [email address removed])

Charies_M · ‎February 01, 2021

It's nice to see your post here, svryhof.

In QuickBooks Desktop, you can add multiple emails but can only use one default when sending transactions like invoices.

Here's how to add an email for sending sales transactions:

Go to the Edit menu, select Preferences.
From the My Preferences tab, click Send Forms.
Select WebMail and click Add.
Choose your provider from the drop-down and enter your email address.
Ensure that the Use Enhanced Security checkbox is checked.
Click OK.
When prompted, sign in to your Intuit account.

To learn more about connecting your email to QuickBooks, here's an article made handy for you: Connect your email to QuickBooks Desktop.

Just in case you run into a connection error to your email server, these articles would be a great help:

Also, you can check out this reference for a complete guide on the whole process of Reauthorizing QuickBooks Desktop to keep using Gmail.

Be sure to get back to me if you have follow-up questions by leaving a reply below. I'm always happy to help. Have a good day!

View solution in original post

Charies_M · ‎February 01, 2021

It's nice to see your post here, svryhof.

In QuickBooks Desktop, you can add multiple emails but can only use one default when sending transactions like invoices.

Here's how to add an email for sending sales transactions:

Go to the Edit menu, select Preferences.
From the My Preferences tab, click Send Forms.
Select WebMail and click Add.
Choose your provider from the drop-down and enter your email address.
Ensure that the Use Enhanced Security checkbox is checked.
Click OK.
When prompted, sign in to your Intuit account.

To learn more about connecting your email to QuickBooks, here's an article made handy for you: Connect your email to QuickBooks Desktop.

Just in case you run into a connection error to your email server, these articles would be a great help:

Also, you can check out this reference for a complete guide on the whole process of Reauthorizing QuickBooks Desktop to keep using Gmail.

Be sure to get back to me if you have follow-up questions by leaving a reply below. I'm always happy to help. Have a good day!

MTMama · ‎May 04, 2021

Is it possible to have an email address for Estimates and a different email address on Invoices? Or do we have to manually change it every time?

KennethA_ · ‎May 04, 2021

Thank you for reaching out to us, MTMama.

I'll be glad to help you with your email concern.

It has to be manually changed whenever your emailing the forms.

To Set up webmail to work with QuickBooks.

Here's how:

Click the Edit option.
Choose Preferences.
Click Send Forms.
Choose WebMail.
Click Add.
Provide the Add Email Info.
Click OK to save the changes.

You can also check on this article: Fix Error: Could not connect to the email server for more information when you experience a connection error to your email server in QuickBooks.

We're always here in the Community to help if you have other questions related to emails in QuickBooks. Stay safe!

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Emailing Forms from different email addresses