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November 4, 2022
Question

How do I store my client's emails for easy access

  • November 4, 2022
  • 1 reply
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1 reply

November 4, 2022

Hi hawkeyebraiden-g,

 

Welcome to Community!  Adding an email address to your client's in QuickBooks Online, can be done in a few steps and provides the information you need at a glance.  I'd be glad to assist!

 

Here's how to add an email address to your customer;

 

1. Open Sales and then Customers from the left menu

2. Select the customer Name

3. Click Edit

4. Enter their email address and hit Save

Return to your customer list and select the small above the Action column

- Checkmark the box to include the email address

Repeat steps 1 to 4 for additional customers.

 

Should you need to see a full list of your Customer contact information, you can run the Customer Contact List in Reports and Customize the report for specific items.

 

If you have any other questions, feel free to reach back out.  We'd love to help!