cancel
Showing results for 
Search instead for 
Did you mean: 
Brad Martin
Level 2

How do I change the "Reply To" email in Invoicing? I am the Admin but not the Accountant. When we send invoices, if customers reply to the emails the responses come to me

 
Solved
Best answer July 01, 2020

Best Answers
LieraMarie_A
QuickBooks Team

How do I change the "Reply To" email in Invoicing? I am the Admin but not the Accountant. When we send invoices, if customers reply to the emails the responses come to me

I'll help you change your customer-facing email in QuickBooks Online (QBO), @Brad Martin.

 

In QuickBooks Online, you have the option to use your company email or a different email when sending your forms to your customer. You can enter this information on the Accounts and Settings page. 

 

Here's how:

  1. From the Gear icon, select Account and Settings.
  2. Select the Company tab.
  3. In the Contact info section, click the Pencil icon.
  4. Uncheck the Same as company email checkbox.
  5. Enter the new email address in the Customer-facing email field.
  6. Select Save and Done.

 

Let me share these articles for additional guide references: 

After your customer pays their invoices, read through this article to record them: Record invoice payments in QuickBooks Online.

Please let me know if you have additional questions or concerns. I'll be here every step of the way.

View solution in original post

10 Comments 10
LieraMarie_A
QuickBooks Team

How do I change the "Reply To" email in Invoicing? I am the Admin but not the Accountant. When we send invoices, if customers reply to the emails the responses come to me

I'll help you change your customer-facing email in QuickBooks Online (QBO), @Brad Martin.

 

In QuickBooks Online, you have the option to use your company email or a different email when sending your forms to your customer. You can enter this information on the Accounts and Settings page. 

 

Here's how:

  1. From the Gear icon, select Account and Settings.
  2. Select the Company tab.
  3. In the Contact info section, click the Pencil icon.
  4. Uncheck the Same as company email checkbox.
  5. Enter the new email address in the Customer-facing email field.
  6. Select Save and Done.

 

Let me share these articles for additional guide references: 

After your customer pays their invoices, read through this article to record them: Record invoice payments in QuickBooks Online.

Please let me know if you have additional questions or concerns. I'll be here every step of the way.

rger88776v
Level 1

How do I change the "Reply To" email in Invoicing? I am the Admin but not the Accountant. When we send invoices, if customers reply to the emails the responses come to me

Hi, 


Can you have 2 email addresses? My manager has his email address in the contact info - but if there is a query on any invoices I need to see the email to action the query?

Carneil_C
QuickBooks Team

How do I change the "Reply To" email in Invoicing? I am the Admin but not the Accountant. When we send invoices, if customers reply to the emails the responses come to me

I appreciate you for joining the thread and sharing your concerns, @rger88776v. I’ve come to share some information about your concern with adding multiple emails for contact info.

 

In the meantime, adding two or multiple emails for contact info where customers can reach out to you for queries is unavailable. I understand that having this option is beneficial for you and your business.

 

As we value your suggestions, I recommend sending your feedback to our Product Development Team. Thus, they can review and determine what features to add for future product enhancements. I’ll show you how:

 

  1. Click the Gear icon and choose Feedback.
  2. Enter your feedback Suggestion.
  3. Press Next.

 

We hear you, and we’re constantly improving to enhance our customer's experience with program features while using QuickBooks. You can track the progress of your feature request in our Feedback forum.

 

We constantly take your suggestions into account while making product updates. The more requests this gets, the more likely it'll be part of future enhancements.

 

As a workaround, you can also change your manager's email to your email with the consent of your manager. To change your contact info from the Accounts and Settings, please follow the steps provided by my colleague above.

 

Keep me posted if you still have questions or QBO-related concerns. I'll be around for you. Have a great day!

MH20211
Level 1

How do I change the "Reply To" email in Invoicing? I am the Admin but not the Accountant. When we send invoices, if customers reply to the emails the responses come to me

Hello! 

 

Does the function in desktop exist to add two emails for a customer to reach out to? I dont remember seeing that this is available, but I thought I would double check just in case. Any help would be great! 

 

Thanks! 

April 

Adrian_A
Moderator

How do I change the "Reply To" email in Invoicing? I am the Admin but not the Accountant. When we send invoices, if customers reply to the emails the responses come to me

Hi there, April.

 

Currently, the option to enter two or more company email addresses when sending transactions is unavailable. As of now, you can enter one email. That said, I'd suggest sharing this idea with our developer's team.

 

Here's how:

 

  1. Click the Help menu.
  2. Select Send Feedback Online and then Product Suggestion.
  3. Enter the necessary information.
  4. Click Send Feedback.

 

I've also added this link as your guide in emailing transactions: Email sales forms, invoices, and statements in QuickBooks Desktop.

 

 You can always post a Reply whenever you need help about sending transactions.

TaraJohnson
Level 1

How do I change the "Reply To" email in Invoicing? I am the Admin but not the Accountant. When we send invoices, if customers reply to the emails the responses come to me

How do you change this for QuickBooks Desktop?  We're having the same problem.

TaraJohnson
Level 1

How do I change the "Reply To" email in Invoicing? I am the Admin but not the Accountant. When we send invoices, if customers reply to the emails the responses come to me

Hi Liera!  Can you tell me how we do this for QB Desktop?  Same exact thing.  We need "Reply To" email to go to our accountant. Thanks!

GebelAlainaM
QuickBooks Team

How do I change the "Reply To" email in Invoicing? I am the Admin but not the Accountant. When we send invoices, if customers reply to the emails the responses come to me

I appreciate you chiming in the thread about changing your email in QuickBooks Desktop (QBDT), Tara. Let's get this started by following the steps below.

 

Beforehand, ensure that you are the admin so you can update your email address for notification in QBDT.

 

Here's how:

 

  1. Go to the Help menu and choose to Manage My QuickBooks Account.
  2. Sign in to your Intuit account.
  3. Select the product or service you like to manage from the Manage your QuickBooks page. 
  4. Check if you're logged in to the correct company by looking at the top right corner. If not, choose the correct company from the drop-down.
  5. Scroll down to the Authorized Users list.
  6. Click Edit beside your name.
  7. Type in your new email address, then Save. Hit the X to get back to the home page.
  8. You'll receive a notification to your new email address about any updates.

 

Please refer to this article for more details: Update the email address in QuickBooks Desktop.

 

I've also added the following articles for future reference:

 

 

Keep us posted if you have any other concerns or clarification about managing emails in QBDT. We're always here for you. Have a good one!

TaraJohnson
Level 1

How do I change the "Reply To" email in Invoicing? I am the Admin but not the Accountant. When we send invoices, if customers reply to the emails the responses come to me

Hi Alaina,

 

I don't need to change my email.  I need to change the email that replies go to when a customer hits "Reply" on an email that was sent for payment reminder or statements.  The notices are sent out automatically via QB.  When the customer receives the email, it says "DO NOT REPLY" all over it, but they can still click "Reply."  When they click "Reply," the email that auto generates goes to someone in the company that does not need the replies.  We need the replies to go to our accountant to manage.  So, I need to change what populates as the "Reply To" email.

Bryan_M
QuickBooks Team

How do I change the "Reply To" email in Invoicing? I am the Admin but not the Accountant. When we send invoices, if customers reply to the emails the responses come to me

Hi there, Tara. I appreciate you for joining the thread.

 

Let me provide you with another process to fix this issue without changing your e-mail. 

 

For the reply of your customers to be automatically received by your accountant, we'll need to add your Accountants email in the E-mail IDs section and make it default. 

 

Here's how:

 

  1. On the upper right buttons, select Edit.
  2. Go to Send Forms.
  3. Select My Preferences.
  4. To add your Accountant's email, click the Add button.
  5. Type in the email in the Email Id, and select an Email Provider.
  6. Click the OK button.
  7. Besides the email, if indicates Current Default then it's already defaulted. If it indicates Set as Default, click it and a prompt will show select Yes.
  8. To save all the changes never forget to click the OK button.

 

 

image_720.png

After performing this, if your customer replies to the invoice you've sent, it will then be received by your Accountant automatically.

 

If you're wondering if your invoice was sent and your customer already received it, feel free to read this article: Verify that an invoice was emailed and read by the recipient.

 

Never hesitate to reply to this post if questions pop up in your mind. We'll be happy to help you with that. Keep safe and have a good one!

Need to get in touch?

Contact us