QuickBooks Team
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Re: client / job preferences glitch

Hey there, @DaveMurto,

 

Welcome back to our forums. Let make sure this issue gets resolved.

 

Let's check the parent customer's profile and see if the Main Email field is filled out. This way the Email Later tick box of the job is auto-populated. Here's how to check that:

 

  1. Go to the Customers menu.
  2. Choose Customer Center.
  3. Double click the parent customer name.
  4. In the Address Info menu, make sure the Main Email field has the customer email.
  5. Click OK.
  6. Do the same process for the job.

That should rectify the problem, @DaveMurto.

 

Please update me on the outcome. I look forward to hearing from you soon. Have a great weekend!