It’s a great idea to have separate default email addresses for invoices and estimates, Leo. However, QuickBooks Online allows you to use only two email options when sending these forms: your main Company email, saved in your business settings, or a single Gmail address that you can link to QBO.
To set your main Company email:
- Navigate to the Gear icon and select Account and Settings.
- Go to the Company tab.
- Change the email in the Customer email field under Contact Info.
- Click Save.
To connect your single Gmail address:
- Open an Invoice or Estimate.
- Click Review and send.
- In the email window, click the From dropdown and select +Add Gmail address.
- Follow the prompts to link your one chosen Gmail address.
Once these two are set up, simply choose the one you want from the “From” dropdown every time you send a form.
If you need to send an invoice or estimate from a different email address that isn’t your main Company email or a connected Gmail, you’ll need to save the form as a PDF by selecting the Print option and sending it manually through your email.
On top of that, we have a team of experts who can offer personal guidance on linking your accounts, automating tasks, and teaching the best bookkeeping practices to increase your efficiency. Check out QuickBooks Live Expert Assisted for more details.
Keep me posted if you have additional questions or need assistance with QuickBooks.
