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January 30, 2021
Question

How do I change the email address QB Self-Employed sues to email clients?

  • January 30, 2021
  • 1 reply
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1 reply

Rebecca R
February 1, 2021

Hi there usercolette,

 

Ensuring that the correct email address is visible when sending invoices to your customers is crucial. This allows your customers to respond to you to keep the line of communication open. Changing the email address associated with your business is simple in QuickBooks Self-Employed. Let me explore that with you. 

 

When you send an invoice from QuickBooks, it's sent from a QuickBooks-generated email address and not actually from your email address. However, if your customer replies to the email, the response will get sent to the email address that you've indicated within the Work Info section. Here's how you can edit that info:

 

  1. Within QuickBooks Self-Employed in your computer's internet browser, navigate to the Invoices tab.
  2. Hit Create invoice or use the arrow in the Action column to Edit an existing invoice.
  3. At the bottom of the page in the centre, locate and click on Edit work info.
  4. Enter your Email and any other relevant work details into the corresponding fields and hit Save.
  5. Hit Send Invoice if it's a new one and you're ready to send it, or Save as draft to save your changes. 

 

It's a great idea idea to send a test invoice to yourself. You can always delete it later, but it allows you to see exactly how an invoice appears in your customer's inbox. You just need to enter your own name and email address in the customer fields and create a test line item. Send the invoice to yourself and check to ensure that the sent from and reply to addresses are as expected. To delete the invoice later, use the arrow in the Action column again and select Delete

Let me know if you need further assistance. I'm happy to help in whatever way I can!