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userroostermarinesup
Level 1

If i have the name of the customer in the "customer" box but put my email in the "email" box instead of the customer do they still see all "saved" changes?

the generated response to that last question had absolutely nothing at all to do with the question. the two answers were about 1099.
2 Comments 2
SarahannC
Moderator

If i have the name of the customer in the "customer" box but put my email in the "email" box instead of the customer do they still see all "saved" changes?

Hello there, @userroostermarinesup.

 

Welcome to QuickBooks Community. I'm glad to share some details about adding a new email in the transaction.

 

When you add the name of your customer, you can enter your email address in the Email box. Your customer won't be notified or see any changes when the new details of the transaction are changed. Sample screenshot:

 

The transaction that has been emailed to your customer before is the only information they can view. Unless, the transaction with new information (items, amount, and description) will be emailed to your customer. By doing this, they'll receive the changes made to that transaction.

 

You can learn how to personalize and add specific info to sales forms in this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Also, I'd like to know your concern about the 1099 form. Can you tell me more about it? I'd like to go further and help if there's something you need to clarify or need some steps to accomplish some tasks with the 1099 form in QuickBooks.

 

I've collected some articles for more insights about the form:

 

 

Know that you can always go back here and post your concerns. I'll be around to help in any way that I can. Take care always.

SarahannC
Moderator

If i have the name of the customer in the "customer" box but put my email in the "email" box instead of the customer do they still see all "saved" changes?

Hi userroostermarinesup,


Hope you’re doing great. I wanted to see how everything is going about using your own email address in your customer's name. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

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