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tony10
Level 1

How do you change a customers e-mail address

 
3 Comments 3
SophiaAnnL
Moderator

How do you change a customers e-mail address

You can do this on the customer's profile, tony10.

 

To start this task, just follow these steps:

  1. Click Sales on the left panel.
  2. Select Customers.
  3. Find the customer on the list, and then click the name.
  4. Click the Edit button in the upper right-hand corner.
  5. Under the Email section, enter the customer's new email address.
  6. Click Save.

When you email a transaction moving forward, it will be automatically sent to the updated email address.

 

Please let me know if you need anything else.

jaytm2
Level 1

How do you change a customers e-mail address

This does not work. QB continues to use a "parent" customer email address, even though bill with parent has been changed to bill this client. Old email address continues to show up. We have run into this problem repeatedly and it continues to irritate customers; employees just assume the changes they make are effective.

JessT
Moderator

How do you change a customers e-mail address

Hi jaytm2,

 

It would be surprising to parent customers if they'd receive a different invoice. Let’s check to see why their emails are automatically set as default when you send invoices to their sub customers.

 

You can create a dummy parent customer and sub customers with different email addresses. We’ll use them for testing purposes. 

 

To start, please log in to QuickBooks in a private browser. This step will disable the browser extensions and stops your browser’s cache from saving new data. After that, sign in to QuickBooks and try sending invoices to. You can try this three times. If it works fine, you can go back to your regular browser and clear its cache. If not, you can try other browsers to isolate the case.

 

If the same thing happens after doing the steps I mentioned, please contact our Support. They can use a screen-sharing tool to see what’s going when your customer’s profiles.

  1. Clck the Gear icon and choose Contact us.
  2. Copy and paste your post in the description box and enter Let's talk.
  3. Choose Chat or Talk to a specialist.

Please let me know if you have other questions.

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