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office177
Level 1

How to change the email settings to send invoices?

I have been told by the email provider what the smtp settings are; but, it is not working. Server name: smtp.office365.com Port: 587 Encryption method: STARTTLS
5 Comments 5
JonpriL
Moderator

How to change the email settings to send invoices?

Hello @office177,

 

We have separate support who can better address your concern about customizing the port and server setting when sending your invoices.

 

That being said, I'd recommend contacting our Developer Support so someone can help you review and set up the appropriate setting.

 

To do so:

  1. Go to the Developer Support page.
  2. Tap QuickBooks Desktop.
  3. Hit Ask a QUestion.

Lastly, I've got you this helpful article for updates from our developers: Developer Support Blog.

 

If there's anything else that I can help you with, let me know in the comments. I'll be here to lend a hand.

sevenseasmc-ja
Level 1

How to change the email settings to send invoices?

I need to change the email associated with my account. I also need to add an additional email for invoices, etc to be sent to 

DivinaMercy_N
Moderator

How to change the email settings to send invoices?

Hello there, @sevenseasmc-ja.

 

QuickBooks Desktop (QBDT) makes it easy to change the email associated with your account as well as adding emails for your invoices. To do so, please refer to the steps below.

 

To change the email associated with your account:

 

  1. Log in to the My Account site. 
  2. From the Manage your QuickBooks page, select the product you would like to manage.
  3. Click the drop-down arrow at the top right beside the company name.
  4. Select Edit Login, then go to the Profile tab.
  5. Click Edit in the Email address field.
  6. Type your new email address in the Email address and Confirm email address field.
  7. Enter your login password in the Password field.
  8. Once done, click Save. This sends a verification email to your new email address.
  9. Go to your email’s inbox and open the verification email. Click Verify my email.
  10. Once you see the prompt Email address verified, select Continue to complete the email change.

 

For your reference, please see this article: Update the email address you use for QuickBooks Desktop.

 

Next, here are the steps you can perform in adding additional email in QBDT:

 

  1. Navigate to the Edit menu and choose Preferences.
  2. Click Send Forms and select My Preferences.
  3. Choose WebMail.
  4. Select Add.
  5. Enter your email address on the Email Id field.
  6. Then, pick the Email provider.
  7. Once done, click OK.

 

When finished, simply click the drop-down arrow in the From field to select which email address you want to use in sending invoices. Check out this link for more details: Connect your email to QuickBooks Desktop.

 

In case you'll need to create additional email templates for your sales forms, you can head to this article for the detailed guide: Create custom email templates in QuickBooks Desktop.

 

Don't hesitate to post a reply below if you have additional questions in updating and adding emails in QBDT. I'm always here to help. Take good care. 

Suebee2
Level 2

How to change the email settings to send invoices?

Hello! I also need to add an email address, like a cc, to all my outgoing invoices to customers. I have quickbooks Online. How do I do it in Quickbooks Online??

katherinejoyceO
QuickBooks Team

How to change the email settings to send invoices?

Thanks for hopping by on this thread, @Suebee2

 

Adding an email address to send a copy when sending invoices is pretty easy in QuickBooks Online. I'll guide you on this.

 

Here's how: 

 

  1. Click the Gear icon at the top right, then select Account and Settings
  2. Click the Sales tab, then go to the Messages section. 
  3. Tick the Email me a copy box. 
  4. Enter the email address on the Cc field. You can also add another in the Bcc section. 
  5. Click Save, then Done

 

There you go! You can now send a copy of the invoices to the email address you've entered. 

 

For future reference, you might also want to beautify your sales forms to make it more personalize and professional. Read through this article to learn more: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

Feel free to hit the Reply button for your additional concerns, and I'll be right up to answer them for you. Take care! 

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