How do I update my customer email address and have it carry through to all sub customers

Hello @mypoolrepairs,

The parent customer and its sub-customers are treated as different profiles. So, you'll need to update their email addresses individually.

Also, I encourage sending feedback to our engineers. This way, they can consider your idea about automatically updating the sub-customers' email addresses based on the parent customer's email address.

Let us know if you have other questions by leaving a comment below.

This is one of the things that I 100% hate about QB. It is 2020 and you cannot change the contact info for more than one entry at a time. Seriously, why is this even on a computer. 

Try as I might, I CANNOT work out how to change the email address for the Project.  I have changed it for the Customer, but need to change the project email address as this is where the invoices are sent.

Can you tell me how to update the email of the sub-customer? The email address for the project has changed and this is where Quickbooks takes the email from to send the invoices. Try as I might, I CANNOT find a way to update the Project email, or any other details for the project. Thanks.

Thanks for participating in this thread, 1935 1470 3153 769.

Changing sub customers' email addresses in the Project is just a few clicks. I'm happy to guide you with the whole process. 

Here's how: 

1. Go to the Sales tab on the left side. 
2. Select the Customers button. 
3. Find and click the sub-customers that have a project. 
4. Hit the Customer Details menu, then tap Edit on the right side.
5. Modify the email address, then choose Save. 

Please note that whichever customer on this project, that customer will receive the invoices. 
 

If the issue persists, I'd suggest doing primary troubleshooting steps. Large data in the cache results in QuickBooks working unexpectedly. To start, let's open your QuickBooks Online Account in a private browser. These browsers won't save any cache or histories. 

Use these shortcut keys: 

• Press Ctrl + Shift + N (Google Chrome)
• Ctrl + Shift + P (Firefox)
• Control + Option + P (Safari)

Once signed in, go back to the Customers page, then check if you're able to change the email address. If it works, return to your default browser and clear its cache and cookies. It will stimulate the system and eliminate older data, which induces viewing and performance concerns. 

However, if the same problem, I'd recommend using other supported browsers.

Please browse through these articles below. These links contain multiple steps on how to convert sub-customer into projects, track your hourly time cost, etc. 

• Track income, costs, and profitability by project
• Projects FAQ
• Manage your customer list

Let me know how you get on after the steps. I'll be right here if you need anything else. Have a nice day!

I understand that if an invoice has been previously submitted it will retain that email address .  Although when you return to the invoice and you have updated the new email address it and try to send.  An error comes up saying you need to select the correct customer.  This is not what should happen.  I should be able to go to any invoice that was previously send, change my email address and resend.  An error ocurres saying I need to choose the correct customer even though I am in the correct customers account.

Thanks

Carrie

I've got additional troubleshooting steps so you can resend the invoice using a different email address, Deerchaser.

You need to update the email address through the customer's profile and resend the invoice. The same goes when changing the email on the project side. It should be done through the customer's profile.

Meanwhile, if you're getting the same error, the data on the invoice could be damage. You'll want to delete and re-create the invoice. Then, send it using the new email address of the customer.

Also, you can use supported browsers to get the best out of your QuickBooks experience. Check out this link to learn what browser you need: System requirements for QuickBooks Online, Accountant, and QuickBooks Self-Employed.

Let me know how this goes by commenting below. I'll be right here to help ensure you're able to resend the invoice.

I figured it out!

In the customer center, at the top, above the list of your Customers and Customer Jobs there is a drop-down titled New Customer & Job.

Open the drop-down and select Add Multiple Customer:Jobs.

This will open a table listing all your Customers and Jobs.

Overwrite the email you want to change.

I just did a copy/paste (CTRL+C and CTRL+V) and changed 50 files in about 30 seconds.

I hope I explained this well enough. 

Over 5 years later and this still has not been fixed!  The project email is tied to the first invoice that was sent on that project.  If we update the customer email it won't update the project...  I can't believe this is still a problem.

Pleas elet us know your'e working on this issue.

Good afternoon, @tri1980. 

Thanks for chiming in on this thread. 

I recommend contacting our Customer Support Team to get added to a list of affected users. I've discovered an investigation (INV-103601) that we have open that's associated with your problem. 

Here's how: 

1. Go to the Help ? icon in the top right-hand corner. 
2. Tap the Contact Us button. 
3. Enter your question and hit Let's talk. 
4. Scroll down and choose to get a callback. 

Keep us updated on how it goes. I'll be waiting for your response!