Simple suggestions to improve your Company Email Address in QuickBooks Online
There’s many main explanations why you ought to update the e-mail address you utilize in QuickBooks Online.
Oftentimes when you setup QuickBooks it’s during the early stages of one's business and also you might possibly not need a small business email address yet. You might 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 show you the way to update the e-mail address you utilize in QuickBooks Online.
Account and Settings
Click the icon into the upper right hand corner related to screen.
This opens a window with four columns. To the left hand column under the your business heading click on Account and Settings.
Selecting Accounts and Settings
When you’re in Account and Settings a whole new menu will show up.
Editing Contact Info
Within the left hand side make certain you’ve selected Company.
Account and Settings: Company selected in menu
Move your mouse down to the next box, Contact Info.
Account and Settings: Company contact info
This section has an organization email line, this is just what we’ll be updating.
To edit this field click on the pencil icon in connection with right hand side.
QuickBooks Online contact info edit
This opens an editor for the Contact info section where you could replace the present current email address.
Editing company current 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 merely entered to operate while the same one customer’s will discover on sales forms.
You'll find circumstances for which you might want these email addresses to be varied. As an example, if the business email is the owner of the company enterprise whilst the customer-facing email is one thing like support.
Feel the green Save button to save the e-mail address change.
Saving email address improvement in QuickBooks Online
You’ll now be viewing the saved Contact info and you may make sure that the e-mail address you entered is correct. If everything is good click on the green Done button to the lower right hand corner.
Done editing Contact info in QuickBooks Online Account and Settigns
Sending a Test Email
You can verify that the email is working correctly by sending yourself an invoice.
To get this done click New when you go through the left hand menu and select Invoice beneath the Customers heading.
Creating an invoice in QuickBooks Online
I normally have an example customer that i take advantageous asset of this is why form of testing.
Sample Customer in QuickBooks Online
Make certain you’re sending this test to yourself and then click the green Save and send button in to the bottom right corner.
Save and send invoice in QuickBooks Online
You’ll see a preview associated with the email that one could edit. You may possibly spot the From field could have a quickbooks current email address. Don’t worry, everything’s correct. I’ll show you where your current email address appears once you glance at the email if for example the 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 react to the e-mail.
If everything was set up correctly in that case your reply is the company current email address you entered in QuickBooks Online.
In the event that you'd like help setting up your email or any other business information in QuickBooks, contact your Out Of The Box Technology QuickBooks ProAdvisor.