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networkingza
Level 1

How to link two emails to one customer

 
5 Comments 5
Johnny
Level 2

How to link two emails to one customer

Hi there, networkingza.

You'd be glad to know that this is possible in QuickBooks Online. Allow me to walk you through the steps.

  1. Select Sales tab and select Customer tab.
  2. Select New customer to create a new customer or select the customer then click on Edit. (if the customer is already created).
  3. In the Email field, type in the email addresses separated by a comma (,) and space.
    Example: test_email@hotmail.com, email_test@yahoo.com
  4. Select Save.

Let me know if there's anything else you need with QuickBooks Online. I'm here to help.

9130347768161646
Level 1

How to link two emails to one customer

Hello,

  We just switched to QB online and I am having trouble with multiple email addresses on a distribution list for invoices.  Just got off the phone with support and was told it will only carry over to each invoice, ONE contact???  

 

So I am having to copy and past the dist list in to every invoice which is not sustainable.  

 

I already did what you posted and although they appear in the customer module, apparently

the reason they are not auto populating the invoices is because it only populates one?

 

 

Can you help?

Kristine Mae
Moderator

How to link two emails to one customer

Good work for trying the steps my colleague recommended, 9130347768161646. Let me help you from here.

 

I've replicated your concern on my sample file. The email addresses are showing when you create the invoice.

 

 

 

 

Since it's only showing one email on your end, this unexpected behavior can be caused by too much cache. Let's fix it. 

 

Start with opening QuickBooks Online using a private/incognito window. This will help us identify web issues. These are the keyboard shortcuts:

  • Google Chrome: Ctrl + Shift + N
  • Internet Explorer: Ctrl + Shift + P
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

If all email addresses are populating, let's go back to the main browser, and clear the cache. We advise our customers to clear them out now and them. This is to prevent the system to behave differently.

 

On the other hand, you can use a different web browser like Google Chrome or Mozilla Firefox. 

 

Let me include the reference on how you can manage your customer list

 

Feel free to get back to us you have additional questions. 

oneinchpunch
Level 1

How to link two emails to one customer

This technique doesn't work in Self-Employed 2021. Tried different browsers. Tried Incognito. As soon as you enter a comma, QB's error message says you need to enter a valid email address.

katherinejoyceO
QuickBooks Team

How to link two emails to one customer

Thanks for coming back, @oneinchpunch

 

In QuickBooks Self-Employed version, you can only enter multiple email addresses to the “BCC” field when creating an invoice. This will send separate emails of the invoice to the email addresses you've entered, rather than creating an email thread. 

 

Here's how: 

 

  1. Go to the Invoices page.
  2. Select Create new Invoice.
  3. Enter the email address, then fill the BCC field with any other email addresses you’d like to send a copy of the Invoice to.

 

However, if you're getting the same result, I recommend contacting our Customer Care Support so we can investigate further.

 

Here's how to reach out:

 

  1. In your account, go to Assistant at the top right.
  2. Scroll down and enter your question in the field. QB Assistant will provide a link to some answers.
  3. Type "I still need a human."
  4. Choose either Message an agent or Get a callback.

 

 

You can refer to this article for additional knowledge: Send an invoice in QuickBooks Self-Employed. It also includes steps on sending an invoice using the mobile apps. 

 

Feel free to message again if you have additional concerns with anything else. We're always around to help you some more. Take care!