Updating customer list when sending sales receipt

RobBN · ‎March 25, 2022

Is there a way to set QuickBooks Online to update the customer contact information automatically, when creating/sending a sales receipt? Most customer data is in the customer list, but emails are not. When I create a sales receipt and manually type the email in the sales receipt, it is not updating the customer record with that email address. Is there a way to have it automatically update/add the email addresses for current customers that do not have email addresses or is there another tool we could use for this functionality?

ReymondO · ‎March 25, 2022

Hi there, @RobBN.

The option to automatically update a customer's email address when sending sales receipts is unavailable in QuickBooks.

For now, you'll have to manually change their information when sending the transactions.

You can also check for a third-party app in the Apps menu. Simply search for the app that would help you accomplish this task in QuickBooks.

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

Moreover, you can send feedback to our product developers. This way, they can review your request and most likely include it in our future updates.

Here's how:

Select the Gear icon at the top, then Feedback.
Enter your comments or product suggestions. Then select Next to submit feedback.

Additionally, there are several financial reports you can run to track your sales income in QuickBooks. They will show you helpful insights on the things you buy and sell, and the status of your inventory.

Please don't hesitate to reach back out if you have further questions or concerns. Take care and have a wonderful day!

View solution in original post

ReymondO · ‎March 25, 2022

Hi there, @RobBN.

The option to automatically update a customer's email address when sending sales receipts is unavailable in QuickBooks.

For now, you'll have to manually change their information when sending the transactions.

You can also check for a third-party app in the Apps menu. Simply search for the app that would help you accomplish this task in QuickBooks.

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

Moreover, you can send feedback to our product developers. This way, they can review your request and most likely include it in our future updates.

Here's how:

Select the Gear icon at the top, then Feedback.
Enter your comments or product suggestions. Then select Next to submit feedback.

Additionally, there are several financial reports you can run to track your sales income in QuickBooks. They will show you helpful insights on the things you buy and sell, and the status of your inventory.

Please don't hesitate to reach back out if you have further questions or concerns. Take care and have a wonderful day!

RobBN · ‎March 25, 2022

Hello, what Quick Books team do you belong to if you don't mind my asking?

RobBN · ‎March 25, 2022

Okay, thank you.

ZackE · ‎March 25, 2022

Thanks for following up with the Community, RobBN.

I'm happy to hear ReymondO was able to help with your inquiry. The team you're communicating with is Intuit's QuickBooks Community group.

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

Please don't hesitate to send a reply here or create a new thread if there's ever any questions. Have an awesome Friday!

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Updating customer list when sending sales receipt