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RachieB
Level 1

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

I use Quickbooks online Accoutant and have several clients set up.  One client has changed the email address they want the invoices to be sent from - how do I change this in my quickbooks?  Thanks

LieraMarie_A
QuickBooks Team

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

Thanks for joining this thread, @RachieB

 

To clarify, are you trying to change your clients' email addresses from your account as well? Once your clients make some changes to their account, it will automatically update their information in your QuickBooks Online Accountant. 

 

 address that appears on sales forms:

 

Feel free to post here in the Community if you have any concerns about emailing invoices in QuickBooks. Have a good one.

RachieB
Level 1

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

No, my client has set me up a new email address and wants the invoices to show as being sent from that address 

SarahannC
Moderator

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

Thanks for getting back to us, @RachieB.

 

I'd like to share some follow-up information and make sure to help you complete the tasks. 

 

To start, let me clarify a few things too. Are these invoices have been sent out already? If this is what you mean, they'll no longer show as being sent from the new email address. Those transactions can only be viewed from the old email address. 

 

The new email address will reflect the invoices that have not yet been sent out. Still, QuickBooks will automatically generate the new email address to all transactions (only for recording purposes). You may consider deleting and recreating them. 

 

Still, I recommend checking the articles shared by my colleagues above. You'll surely get tips and details about managing emails in your QuickBooks account.

 

Also, you can check this link to get more details about managing QuickBooks Online: QuickBooks Q & A.

 

Please let me know if you're still referring to something else. We're always here if you have follow-up questions with your current concern or need anything else with QuickBooks. Take care, Rachie.

Peter Vaughn
Level 2

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

Where is the Edit button?

AileneA
QuickBooks Team

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

Hello, Peter Vaughn. 

 

We can locate the Edit button under Customers field. From there you can manually modify the customer email address. 

 

  1. Click the Customers on the left panel. 
  2. Select Customer and choose the customer name you want to change the email address. 
  3. On the right side upper corner click the Edit
  4. Enter the new email address of your customer. 
  5. Press Save once done. 

 

 

 

 

 

Please browse through these articles below. These links contain modifying customer email addresses and on sales forms:  

 


If you have other questions, please hesitate to go back to this thread. Have a great day!

Lisalisa2
Level 1

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

Finally found it! When you click Create Invoice and a new invoice page opens, look at the bottom of the page and click on Edit Work Info.  There you can change the sender's email, physical address, and phone number. Took me way too long to figure this out!  Hope this helps someone else.

Lisalisa2
Level 1

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

Click Create Invoice. When the new invoice page opens up, look at the bottom of the page and click on Edit Work Info.  There you can change the sender info on the invoice. 

Insure Organics
Level 1

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

If you have tried all the suggestions below and none have worked, try this:

In Microsoft Outlook go to File > Options > Mail. Now, this will only work if you have set your default email.

Under Send messages > Click the box next to "Always use the default account when composing new messages"

If you have not set your default email account in Outlook, then do this:

In Outlook click on File > Account Settings > from the drop down menu choose Account Settings > under the Email tab, click the email you want to use > Click Set as Default

That should work.

LaSings
Level 1

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

Yah Hoooooo!!  I Finally figured it out!!

Quickbooks uses the default "Data" email from Outlook to send invoices. I did not realize there were two places to change the default emails in Outlook. I was trying to figure out why my outgoing emails were not defaulting to my default email and stumbled across this information.

 

There are a bunch of tabs in the Email Account Settings that I never looked at much. The first one is your standard "Email" options. The second one is "Data Files." THAT's what you have to change.

 

In Outlook go to File>Account Settings>Account Settings>Data Files

Click on the one you want your invoices sent from and then click "Set as Default." 

 

Close and done!

JaySeeK
Level 2

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

Go to the main gear icon and select "Account and settings" 
then go to the "contact info" section. Edit the "customer-facing email field" 

I asked tech support. This worked in August 2024.

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