cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

When I send and Estimate or Email, the customer can not reply to that email because it comes from Intuit. How can I attach my email to all estimates and invoices?

 
1 Comment
Highlighted
Moderator

When I send and Estimate or Email, the customer can not reply to that email because it comes from Intuit. How can I attach my email to all estimates and invoices?

Thanks for asking about this, toddcrosswhite.

 

When sending sales transactions like an estimate, QuickBooks Online (QBO) uses a default email “QuickBooks@notification.intuit.com. This will help update you on the status of the transaction sent. When the customer replies to any email sent using QBO, it will be directed to the Company's email that was set up on Company Settings.

 

To verify your company's email, here's how:

 

  1. Go to the Gear icon.
  2. Under Your Company, select Account and settings.
  3. Choose the Advanced tab.
  4. Under Messages, enter the correct email.
  5. Click Save then Done.

The following articles will serve as your reference to learn more about creating and sending estimates in QBO:

To track emailed estimates you can pull up the Transaction List by Customer report. I'll guide you how.

 

  1. Go to Reports.
  2. Type in Transaction List by Customer in the search field and click on it to open.
  3. Click on Customize.
  4. Set the date under Report period.
  5. Go to Rows/Columns and click on Change columns.
  6. Mark to select the Sent checkbox.
  7. Under Filter, choose Estimate and Invoice from the Transaction Type drop-down arrow.
  8. Click on Run report.

You'll also want to visit this article about customizing invoices, estimates, and sales receipts: Customize invoices, estimates, and sales receipts in QBO.

 

Get back to me if you need help with something else. I'd be happy to assist. Enjoy the rest of the day!

Need to get in touch?

Contact us