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October 20, 2022
Question

changing default email when sending out customer statements

  • October 20, 2022
  • 1 reply
  • 0 views

Hello! I am using Quickbooks Desktop, and when i send out all the customer statements, it has a default email address which is the previous accountant that i took over. So all customers who were sent a statement can reply to that default email. I can not find how to change this email to mine anywhere, please help!  

1 reply

October 20, 2022

Hi Mindy30,

 

It's a pleasure to see you in Community.  Welcome!  QuickBooks Desktop makes editing your information a breeze, so your customer's can reply to the emails you send.  I'd be glad to assist!

 

Follow these steps to edit your email address associated with your forms;

 

1. Open Edit from the menu and select Preferences

2. From the left sidebar, open Send Forms

3. Hit Add

4. Enter your email address

5. Use the ▼ dropdown menu to select your Email Provider

6. Hit OK 

Here's a helpful guide for your reference.

 

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