Invoices are no longer automatically populating the client's email address. How to fix?

I got your back, shana. I know the importance of having to autofill your client's email address in QuickBooks Self-Employed since it can make your business workflow easier. Let's go ahead and fix this concern together.

When you create a profile for a client, you'll need to enter their email address. Once added, it will be automatically included when you send invoices for them.

Since you're entering this information manually, let's double-check to ensure you've included this information for your customer. You can follow these steps on how you can verify it.

1. Head to Invoices, then select a customer
2. Click Edit.
3. On the Invoice page, toggle to Edit customer info.
4. The customer profile will show. Ensure that you've added an email address in the Email field.

If you have confirmed that an email has been added to the profile, I suggest troubleshooting the issue to help resolve it. The fact that it's linked already to their profile and the system isn't generating it automatically is an unexpected behavior and may be a browser-related concern. To isolate this, I'd recommend logging in to your account using an incognito mode. 

• Google Chrome: Ctrl + Shift + N
• Microsoft Edge: Ctrl + Shift + N
• Firefox: Ctrl + Shift + P
• Safari: Shift + Command + N

If this works correctly, you can clear your browser's cache to help fix issues and run the program optimally. Additionally, you can use other supported browsers to ensure everything works as expected.

In case you want to document your receipts into QBSE, you can read this article for guidance: Record or attach expense receipts in QuickBooks Self-Employed.

I'll be more than happy to assist you if you have other questions regarding populating your client's email address when creating invoices. I'm just one post away.

Hi Thanks for getting back to me. As I know that I have correctly included emails in all profiles, I guess I will have to try icognito mode. Would not be the first time I have had resort to this with Quickbooks. thanks, S

I would like to point out that this additional step is not saving me time. Is there an other solution to the glitch in your system? Should I just wait for the next glitch? There always seems to be one.

This isn't the experience we want you to have, @shanachill91. I'm here to help ensure you can seamlessly create your invoices again.

To resolve the issue, I recommend contacting our support team. This way, they can perform a screen-sharing session for thorough checking of the problem or create a ticket for investigation, if necessary.

Here's how:

1. Log in to your QuickBooks Self-Employed (QBSE) company.
2. Go to the Help (?) icon and select Contact Us. If you’re using the QBSE app, tap the + button and choose Ask QB Assistant.
3. Type in “talk to a human," then click Continue.
4. Choose which way you want to connect with us.

In case you want to add sales tax to an invoice, you can check out this article for more guidance: Manually track sales tax in QuickBooks Self-Employed.

You can always return to this thread if you have any other concerns besides invoices. Our team is here to assist you in any way we can. Stay safe!

Hello,

Our invoices have come from a third party (Harvest) for years and things were fine until last month QBO stopped populating our customers' email addresses automatically. The information is accurately populated in the client's detail, nothing has changed in the process on our side on how we send the invoices to QBO but now I have to add each client email manually...Please help!

Thanks

Sylvie Mandine

There might have been a change in the integration between Harvest and QuickBooks Self Employed (QBSE), Sylvie.  I'm here to help point you in the right direction. 

To resolve this issue effectively, I recommend contacting Harvest support directly. They can provide detailed insight into any recent updates that may be impacting this feature and help you find a solution. 

I'm providing this resource to help you personalize your invoice. Adjusting the design, layout, and information fields allows you to create invoices that reflect your brand and offer clearer, more detailed information to your clients. For more details, please check out this article: Create and customize invoices in QuickBooks Self-Employed.

If there's anything else you need assistance with or if you encounter any further issues, please don't hesitate to reach out, Sylvie. I'm here to ensure everything runs smoothly for you.