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info1197
Level 1

When I send an invoice or an estimate - it comes from "Chase Palmer" - how do I set it to come from ME?

 
3 Comments 3
Catherine_B
QuickBooks Team

When I send an invoice or an estimate - it comes from "Chase Palmer" - how do I set it to come from ME?

Hello there, info1197.

 

Sales forms that are being sent have a default From or outgoing email address which is the <quickbooks@notification.intuit.com>. However, when the client replies to the email sent, it'll directly send it to the company email. 

 

We can check your company email and the template used for invoices and estimates. Here's how to check the company info:

  1. Go to the Gear icon at the upper-right. 
  2. Select Account and Settings
  3. From the Company menu, click the Contact info section. 
  4. Look into the Company email and then Save and then Done.

To verify the template design the default one, you can follow these steps:

  1. Still from the Gear icon, select Custom form styles.
  2. Select the invoice template that's set to default or the one you used when sending these invoices or estimates. 
  3. Go to the Emails tab.
  4. At the right part of the window, you'll see a sample that has the Subject and From details. 
  5. Click Done.

Also, before you send the invoice, a Send email window will help you verify first the email address, subject, and message body.

 

For more details on how to manage your email, you can check out this article: Change your email, user ID, or password for QuickBooks Online.

 

I'm just here if you need more help. You take care and stay safe!

info1197
Level 1

When I send an invoice or an estimate - it comes from "Chase Palmer" - how do I set it to come from ME?

I followed all that - thank you. But, my email now displays "correctly" at the bottom of the invoice in a paragraph with my phone number

 

BUT

the emails still get sent from Chase Palmer (no idea where that name is to be found anywhere on my account settings) and still from the Intuit.com email address

 

-Dru Morgan

RaymondJayO
Moderator

When I send an invoice or an estimate - it comes from "Chase Palmer" - how do I set it to come from ME?

I appreciate you for performing the steps provided by Catherine_B above, @info1197. I'll provide additional suggestions to help resolve your emailing concern.

 

It looks like "Chaser Palmer" is the first admin account on the Manage users list based on your scenario. That may be the reason you're unable to locate the said name in the Account and Settings, and it always appears on your sent transactions. 

 

Let's change the email address for the user account you use to send sales forms. I'll guide you how. 

  1. Go to the Settings (⚙) icon at the upper right and select Manage users under Your Company
  2. Locate the "Chaser Palmer" user account and select Edit from the Action column. 
  3. Change the First name, Last name, and Email, such as Dru Morgan. 
  4. Click Save.

 

The screenshot below shows you the last two steps. To learn more about the process above, see this article: Changing The Email Address Your Customers See In QBO.

 

As for the Intuit.com email address, we set up this way, so you can keep track of the transactions you've sent. For more information, check out this article: Emailing And Customizing Sales Form

 

Once done, you can email the transaction again to check if it works. However, if the issue persists, I'd suggest contacting our Customer Support Team. They have the necessary tools to determine why your sent transactions always come from "Chase Palmer" and help you fix it. Please review our support hours before getting in touch with them. 

 

Lastly, I recommend going to the All Sales tab and check the Status column of your emailed transactions (see the screenshot below). You can also view, create, and edit them from within the page. For more details, visit this article: Managing Sales Transactions

 

 

I'll be right here to help if you need anything else. Take care always, @info1197.

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