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kimi-hammonds
Level 1

How do I update my email address?

 
6 Comments 6
JamesDuanT
Moderator

How do I update my email address?

Hello there, kimi-hammonds.

 

If you want to update the email address for the company you're accessing right now, here's how to do it:

  1. Click the Gear icon in the upper-right corner and select Account and settings.
  2. Select the Company tab and go to the Contact info section.
  3. Update the Company email and the Customer-facing email.
  4. Click Save and Done.

If you want to update the email address associated to your Intuit account, you'll need to update it through the INTUIT ACCOUNT page. You can use any of these links for reference:

Let us know if you're referring to something else. Additional details would be much appreciated. Have a great day!

neelie13
Level 1

How do I update my email address?

I do not see anything that looks like a gear on my 2014 desktop QB software. Can you help?

JamesDuanT
Moderator

How do I update my email address?

Thanks for joining in on the thread, neelie13.

 

The steps provided on this thread is for QuickBooks Online. For QuickBooks Desktop, you can utilize the Customer Account Management Portal. Here are the two links that you use for reference when updating the email address and other details:

If you're referring to a different email address, please provide additional information about this. We'd be glad to further assist you. Have a great day!

 

PetroDreyer
Level 1

How do I update my email address?

How do I change the email qb uses to send statements and all other forms. On Desktop

RCV
QuickBooks Team
QuickBooks Team

How do I update my email address?

Let me help you change the email address to send statements and all other forms in QuickBooks Desktop, PetroDreyer.

 

We can update the email address in the My Preferences page to use it as a default when sending transactions like statements. Here's how to add an email for sending sales transactions:

 

  1. Go to the Edit menu.
  2. Select Preferences.
  3. Click Send Forms.
  4. Tap the My Preferences tab.
  5. Tap WebMail and click Add.
  6. Choose your provider from the drop-down and enter your email address.
  7. Ensure that the Use Enhanced Security checkbox is checked.
  8. Click OK and 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. To email sales forms, check out this article for more details: Email sales forms in QuickBooks Desktop.

 

If you need to customize a template for your customer's statements so you to enter their personal information as the content of the email, just follow the steps below:

 

  1. Go to Edit and select Preferences.
  2. Click Send Forms.
  3. Select Company Preferences and under Email Templates, select Statements.
  4. Click Add Template.
  5. Enter your customer's name in the Subject field.
  6. In the Content section, enter your customer's contact name.
  7. Tap Save and press OK.

 

In addition, here's an article you can read to learn more about how you can customize an email template: Create Custom Email Templates. Just in case you run into a connection error to your email server, these articles would be a great help:

 

 

I want to make sure I've got you covered. You can click the Reply button below for follow-up questions and clarifications about updating your email address in sending sales forms. I'll be in touch.

RCV
QuickBooks Team
QuickBooks Team

How do I update my email address?

Let me help you change the email address to send statements and all other forms in QuickBooks Desktop, PetroDreyer.

 

We can update the email address in the My Preferences page to use it as a default when sending transactions like statements. Here's how to add an email for sending sales transactions:

 

  1. Go to the Edit menu.
  2. Select Preferences.
  3. Click Send Forms.
  4. Tap the My Preferences tab.
  5. Tap WebMail and click Add.
  6. Choose your provider from the drop-down and enter your email address.
  7. Ensure that the Use Enhanced Security checkbox is checked.
  8. Click OK and when prompted, sign in to your Intuit account.

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