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weary
Level 2

Sending emails from 2 different Outlook accounts

I am using Qbks. desktop for 2 different companies. Each business has a different Outlook email account. When sending out forms, etc. how do I  designate which outlook acct. to use for outgoing email? Right now both businesses are sending via the same outlook email account. When I go to Edit>preferences>send forms>My Preferences There is no way to indicate which outlook email address to use. I have set my business email address to be the correct one for each business, but both businesses are still sending emails out from the same outlook email acct. (same email address). There is a note on the preferences screen to refer to the "Send email using" section of help for setting default email client, but I can't find anything in the articles there that refers to this issue. Not sure it matters, but one outlook email account is a GoDaddy account and the other is a Network Solutions acct. Anyone know how to fix this? Thanks.

9 Comments 9
JamesDuanT
Moderator

Sending emails from 2 different Outlook accounts

Hello there, weary.

 

Aside from the setup on the Preferences (Send Forms) in QuickBooks Desktop, you might also want to consider the default email address set on your Outlook.

  1. Open Outlook.
  2. Go to the account settings.
  3. Set the Default Data File. This the tab next to the email tab.
  4. Save the changes.

You'll need to switch the default email on your Outlook so it will also sync in QuickBooks Desktop.

 

From there, you should be able to send emails in QuickBooks Desktop using the right email address.

 

Keep us posted if you need anything else.

weary
Level 2

Sending emails from 2 different Outlook accounts

So, are you saying that every time I want to switch back-and-forth from one company to another and send out reports, etc., that I have to switch the default account in Outlook back-and-forth as well? That's very inefficient. 

AlexV
QuickBooks Team

Sending emails from 2 different Outlook accounts

Hi there, weary.

 

I understand that you'd like to use different emails for the two different company files.

 

After setting up and they still send emails using one email address, you'll want to perform some troubleshooting steps. There might some issues with the data that can cause this behavior.

 

First, make sure to update the QuickBooksDesktop so you have the latest version. Then, rebuild your file to fix data damage. You can follow the steps in this link: Fix data damage on your QuickBooks Desktop company file.

 

Lastly, you can run the repair tool. If none of these helps, I suggest reaching out to our Technical Team so they'll check and investigate this issue.

 

Here are some of the articles you can check for more information:

I'll be here if you need anything else. Stay safe and healthy!

bootheeltool
Level 1

Sending emails from 2 different Outlook accounts

Did you ever get this issue fixed?  I am having the same problem and agree switching the preferences every time I want to send an email is ridiculous.

ZackE
Moderator

Sending emails from 2 different Outlook accounts

Thanks for reaching out to the Community, bootheeltool.
 

I can certainly understand how an ability to change your Outlook email from within QuickBooks could be useful to yourself/others and have submitted a suggestion about it as of today. You can also submit your own feature requests while signed in.
 

Here's how:

  1. In your top menu bar, go to HelpSend Feedback Online, then Product Suggestion....
  2. Choose a Type of Feedback and Product Area (optional) from the available drop-down menus.
  3. Enter any suggestions/feedback in your Here is my suggestion: field.
  4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
  5. Select Send Feedback.

 

Your feedback's definitely valuable. It goes to our Product Development Team and will be considered in future updates. I recommend checking out our QuickBooks Blog to stay up-to-date with Intuit's latest news.
 

For the time being, you can follow JamesDuanT's steps to change your default email in Outlook. After updating your preferences there, you'll be able to use the address you selected in QuickBooks.
 

Please feel more than welcome in sending a reply if there's any questions. I'll be here to help. Have a wonderful day!

JDavenport
Level 2

Sending emails from 2 different Outlook accounts

Has Quickbooks came up with a solution to this issue. I have the same problem. There should be a place in Quickbooks to select which email I want to send from for each company.

Rea_M
Moderator

Sending emails from 2 different Outlook accounts

You've got me here to share additional insights about selecting different emails you'll want to send forms from each of your QuickBooks Desktop (QBDT) companies, @JDavenport.

 

I hear you, and I can see the benefit of being able to select which email you want to send forms from in QBDT. However currently, you can only either set up your Preferences to send transactions through Webmail or Outlook or consider changing the default email address set on your Outlook (as presented by my colleague JamesDuanT) to manage emails for each of your companies.

 

In the meantime, I'm adding this article to know what's included in the QBDT latest release and how you can use them to benefit your business: What’s new in QuickBooks Desktop 2021.

 

Please let me know if you have other concerns about sending emails using different Outlook accounts and managing transactions in QBDT. You can drop a comment below, and I'll gladly help. Take care, and wishing you continued success.

jasoncolorado1970
Level 1

Sending emails from 2 different Outlook accounts

I also have the same problem with multiple companies.  Is there any resolution to the multiple email problem?

RCV
QuickBooks Team
QuickBooks Team

Sending emails from 2 different Outlook accounts

Thanks for checking in with us, jasoncolorado1970.

 

I can see how choosing which email you want to send forms from in QBDT would be useful. However, at the moment, you can only configure your Preferences to send transactions through Webmail or Outlook or consider changing the default email address set on your Outlook. 

 

We can include your email template in the invoice or estimations if you are attempting to build up different email templates as requested by your clients. You can make many email templates and have recipients copy and paste their own email templates. To configure, add an email template. Here's how it's done:

 

  1. Go to the Edit menu, and choose Preferences.
  2. Select Company Preferences, then click Send Forms.
  3. In the Delivery Default drop-down arrow, pick E-mail.
  4. From the Email Templates, choose either Invoices or Estimates.
  5. Hit Add Template then enter the email address.
  6. You can select Insert Field to put a dynamic data field in your email.
  7. Click Save, then press OK.

 

Once done, just go to the Send Forms section to send multiple invoices to your customer. Here's how:

 

  1. Go to the File menu.
  2. Select Send Forms…
  3. Using the checkbox, select all the forms you want to send.
  4. Tap Send Now.

send1.PNGsend2.PNG

 

For more details bout sending your invoices, refer to this article: Email sales forms in QuickBooks Desktop.

 

Also, feel free to read these handy articles for your reference: These articles will guide you on how to fix email template issues, create custom fields, and customizing forms:

 

 

Know that our door is open 24/7 if you need assistance performing specific tasks in QuickBooks. You can also utilize the REPLY button below if you have any additional QuickBooks-related concerns. Rest assured, our team would be happy to help you once again. 

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