Let's make sure you're able to change where your sales forms are coming from, @brun33.
Aside from changing your email in the Send Forms window, you'll also have to update the email in your Preferences. I'd gladly show you how:
- Go to the QuickBooks Edit menu.
- Select Preferences and Send Forms.
- From My Preferences, select Web Mail.
- Add your email IDs if you haven't.
- If you've already added it, ensure to choose it as your default email.
For more details about this process, check out this article: Connect your email to QuickBooks Desktop.
When you send an estimate, invoice, sales receipt, or other type of sales transaction, you can choose from one of your custom-made email templates with personalized subject lines and email contents.
If you have any other questions or concerns about sending sales forms, feel free to post them here anytime. I'll be here to lend a hand. Have a good one!
