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Level 1

How do I change to default email I sent my invoices from?

I don't want to change the message, I want to change to email the invoices are sent from

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Best answer 12-10-2018

Best Answers
Level 8

In the top area of the send window there is an option to...

In the top area of the send window there is an option to select the from account, assuming you have more than one setup in Apple mail.

View solution in original post

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Level 8

In the top area of the send window there is an option to...

In the top area of the send window there is an option to select the from account, assuming you have more than one setup in Apple mail.

View solution in original post

Level 8

There's also the built in email send functionality if you...

There's also the built in email send functionality if you don't want to use Apple Mail or Outlook.  That is configured in QuickBooks->Preferences under Mail.
Level 1

I want to change the email that invoices are sent from in...

I want to change the email that invoices are sent from in 2016 QB Pro.  How do I do that?


Email the answer to me at Barbaraegg1963@gmail.com

Level 1

Re: How do I change to default email I sent my invoices from?

Hi, did you get this resolved? And how?! I keep sending invoices from my personal email address and then clients email me to that account at all times of the day/night!

QuickBooks Team

Re: How do I change to default email I sent my invoices from?

Hey there, @Willow Grey Interiors.

 

Allow me to guide you on how you can set up another email address as a default on the QuickBooks preferences.

 

To do this, let me walk you through the steps:

  1. Click on Edit from the menu bar.
  2. Choose Preferences.
  3. Click on Send Forms from the left panel.
  4. Under Company Preferences, set the email as default.
  5. Select Yes on the pop-up.
  6. Click on OK.

That's it! Your customers will email you using the email address set on the template. 

 

Feel free to leave a comment if you have other concerns. I'll be sure to get back to you.

Level 1

Re: How do I change to default email I sent my invoices from?

Looks like a QuickBooks programming bug to me...

I've had the correct email address set up in the BCC field under:
Edit > Preferences > Send Forms > Company Preferences

However, when I Email an Invoice, Outlook opens with the attached PDF invoice, but the Email Send From address is not what is setup above, it's one of my other 10 email accounts that I have set up in Outlook, and it's not even the default email account I use for Outlook.

I shouldn't have to manually change the 'Send From' email address for every single invoice I want to send from Quickbooks.

Any solutions for this problem?

QuickBooks Team

Re: How do I change to default email I sent my invoices from?

Hi there, @ imagemarket.

 

I appreciate you following the steps above provided by my colleague so you can send an email invoice using your default email address.

 

Allow me to share other solution to set up a default email address when sending forms via Outlook. You can use Internet Explorer and reset your email preference from there.

 

Here's how:

 

Step 3:


1. Close QuickBooks account. 
2. Open the Internet Explorer.
3. Select Tools then the Settings menu and then Internet options.
4. Click the Programs tab. Then select Set Programs.
5. Choose Set your default programs. Then select the email service you want to use.
6. Hit Apply then tap OK.
7. Close the Internet Explorer. 

 

Once done, you can now open your QuickBooks account then send test email transactions. 

 

If you're getting the same result, move on suggested solution Steps 4 and 5. Check out this article for more detailed steps when seeing an error message about Outlook in QuickBooks Desktop: How to fix "Error: QuickBooks is unable to send your email to Outlook.

 

After the following steps above, I'd recommend contacting our Customer Support Team. You may also reach out directly to an IT professional for fixing Microsoft Outlook.

 

Thanks for your patience. If you need further assistance with the workaround, just let me know. I'm here whenever you need more help.​

Level 1

Re: How do I change to default email I sent my invoices from?

I'm having the same issue as imagemarket, and went through the steps provided earlier in this thread, and then through those provided by ShallyMarR.

Nothing has worked.Invoices still get sent via a former employee's email account no matter what settings I put in Quickbooks, IE, and Outlook.

Calling or messaging with Customer Support has been frustrating and wasteful, and this isn't the kind of issue that should require someone to purchase a support plan. This is a bug issue in my view, pure and simple.

I will say this: In my situation, my Outlook was having a total meltdown Monday morning. My mail server's tech support advised me to delete my Outlook account and then re-install it. This issue with QuickBooks seems like it could be a side effect of that (among others).

Level 2

Re: How do I change to default email I sent my invoices from?

I have the same issue. Quickbooks does not use the default email account specified in Outlook as the sender. In my case it is using an account that is Microsoft exchange account instead of a POP account that I want it to use and have indicated as the default email account in Outlook. 

Quickbooks please supply an answer that works.

I am using Quickbooks Desktop premier 2020 with Outlook MS365.

QuickBooks Team

Re: How do I change to default email I sent my invoices from?

Thanks for joining this thread, Ptaylor1.

 

Aside from making Outlook MS365 as the default address in QuickBooks, you also need to set this up to your email service provider.

 

I recommend consulting your provider so they can help change the default email account when sending an email. Once done, make sure to close and re-open QuickBooks for changes to take effect.

 

You can refer to this article, Connect your email for instructions and detailed steps. It includes what Internet Service Provider (ISP) to enter depending on your server.

 

I've also added the What’s new in QuickBooks Desktop 2020 link to check out the latest features and improvements in the system.

 

Keep me posted if you have follow-up questions. I'm here to help you succeed.

Level 2

Re: How do I change to default email I sent my invoices from?

The whole point of this thread is that Quickbooks is NOT using the default email account specified in Outlook to send with. 

Moderator

Re: How do I change to default email I sent my invoices from?

I support your position here, @Ptaylor1.

 

Generally, QuickBooks can change the default email by setting it up in the Preferences page. It seems, you've already tried the steps provided by my colleagues on this thread.

 

Since I won't be able to pull up your account and navigate in a public forum, I'd suggest reaching out to our QuickBooks Team. This way, they can check this further and escalate the issue to the appropriate channel. 

 

I'll be keeping an eye out for your response and look forward to getting this resolved for you. Take care. 

Level 2

Re: How do I change to default email I sent my invoices from?

Thanks. You cannot specify a sending email address in preferences. Only the type of email client. Then it tells you to look at the help section on how to configure your default email account in Outlook or whatever. My default email account in Outlook is set up correctly but Quickbooks is not using it.

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Level 1

Re: How do I change to default email I sent my invoices from?

Try setting up a 2nd profile in Outlook with just the email address you want to send from then set Outlook to prompt for profile on startup.

 

This will work for one off invoices. 

 

To change the default for batch apparently it uses the "Company Email Address" under Company>My Company.  

 

Best,

Chris

Level 1

Re: How do I change to default email I sent my invoices from?

I have been having the same problem. QuickBooks via Outlook is sending invoice and purchase order emails from my personal account.  My personal account was not my default account so I could not figure out why this was happening.  I just discovered that Outlook had the default data file as my personal account.  When I changed this to the data file for my work email QuickBooks now sends the invoice emails correctly.

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