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Join nowGood to see you here, sunflour.
If you're referring to the changing the email greetings on how to address your customers, here's how to change that:
On the other hand, if you're referring to the email address <[email address removed]> that your customer is seeing as the addressee, it is the default email within the system. When your customer replies to the email it will route to your company email or associated invoice.
Meanwhile, changing the email of the customer can be done through the invoice or customer profile. For permanent changes, I'd recommend changing it to the customer profile.
QuickBooks is not retroactive so the changes will reflect on future transactions or once you manually edit existing ones. Here are a few articles that you can check out in managing your emails and customers:
Feel free to mention me in your reply below if you need anything else. You take care always and have a great day!
Hi there,
Thank you for all the information! It doesn't solve my problem though. The problem, to be very specific, is that the email starts out "Dear John Doe" and there is nowhere in the customer profile to change the name "John Doe". There isn't a field with that data in it. So how the heck are you supposed to change?
This customer asked me to stop sending emails to John Doe, which I did, ages ago, by deleting John's email address but somehow his name is still in the system and they keep getting emails beginning "Dear John Doe" even though he doesn't work there anymore!
Your suggestion did contain a workaround however. I have now set the system to always send the email to "Dear [company name}" which kinda solves the problem. However John Doe's name is still kicking around in there and cannot be changed. Unless there is another way...
thanks!
Jack
I appreciate your time and effort in performing the steps to resolve this issue, @sunflour. Let me provide a few information about sending emails to your customer in QuickBooks Online.
QuickBooks only depends on which customer's name you send in the emails. Please see the screenshot below.
You can go back to the email message settings and enter your default message. You can learn more about customizing your invoice email at this link here: Customise your invoice emails.
I'm also attaching our page about income and expenses that I'm sure you'll find helpful. It contains help-related articles that have guides and information for your customers workflow.
Please know that we're always here if you have other questions or concerns, so don't hesitate to reach out anytime. Thanks for posting and have a great day ahead.
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