Simple tips to Change Your Company Email Address in QuickBooks Online
There’s many main reasons why you should update the e-mail address you utilize in QuickBooks Online.
Oftentimes when you initially setup QuickBooks it’s in the early stages of your business and you might possibly not have a business email address yet. You may possibly have started with a personal current email address and you’d now prefer to change to a business address. If you want to Update Email Address In QuickBooks and you need any help then call our experts.
I’m going to demonstrate you how to update the e-mail address you employ in QuickBooks Online.
Account and Settings
Click the icon into the upper right hand corner associated with screen.
This opens a window with four columns. Into the left hand column beneath the your organization heading click on Account and Settings.
Selecting Accounts and Settings
When you’re in Account and Settings a brand new menu will show up.
Editing Contact Info
In the left hand side make certain you’ve selected Company.
Account and Settings: Company selected in menu
Move your mouse down seriously to the 3rd box, Contact Info.
Account and Settings: Company contact info
This section has an organization email line, this is what we’ll be updating.
To edit this field click the pencil icon regarding the right hand side.
QuickBooks Online contact info edit
This opens an editor for the Contact info section where you can replace the current email address.
Editing company email address in QuickBooks Online
Below this field is a “Customer-facing email” check box. Go here box if you’d like the Company email you just entered to function as the same one customer’s will discover on sales forms.
You will find circumstances where you might want these email addresses to be different. For instance, if your business email is the owner of the business enterprise as the customer-facing email is something like support.
Go through the green Save button to truly save the email address change.
Saving email address improvement in QuickBooks Online
You’ll now be viewing the saved Contact info and you can double check that the e-mail address you entered is correct. If everything is good click the green Done button into the lower right hand corner.
Done editing Contact info in QuickBooks Online Account and Settigns
Sending a Test Email
You are able to verify that the email is working correctly by sending yourself an invoice.
To do this click New when you look at the left hand menu and select Invoice under the Customers heading.
Creating an invoice in QuickBooks Online
I usually have a sample customer that i take advantage of because of this type of testing.
Sample Customer in QuickBooks Online
Make certain you’re sending this test to yourself and then click on the green Save and send button into the bottom right corner.
Save and send invoice in QuickBooks Online
You’ll see a preview associated with the email that you could edit. You may spot the From field could have a quickbooks current email address. Don’t worry, everything’s correct. I’ll show you where your email address appears when you look at the email if your receive it.
Click the Send and close button.
Send and close an invoice in QuickBooks Online
Open the invoice email when it arrives in your inbox and respond to the e-mail.
If everything was set up correctly then your reply would be the company email address you entered in QuickBooks Online.
If you'd like help setting up your email or any other business information in QuickBooks, contact your Out Of The Box Technology QuickBooks ProAdvisor.