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SarahCO
December 17, 2024
Question

When a customer accepts an estimate, we get an email notification, but it goes to the wrong email address. How do I change what email the notification goes to?

  • December 17, 2024
  • 1 reply
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      1 reply

      R
      RogelioL
      December 17, 2024

      It's important to ensure that notifications from QuickBooks, such as customer acceptances of estimates, go to the correct email address. I'm here to guide you through updating the email settings, Sarah.

       

      To change where you'll receive your QuickBooks notifications, such as Accepted Estimates, we can go to Accounts and Settings and update your customer-facing email address:

       

      1. Hover to the Gear ⚙ icon, then click Accounts and Settings.
      2. Choose Company, then locate the Company Info field.
      3. Click the pencil icon to edit it.
      4. Choose either:
        • Tick the Same as the company email box, then an email address where QuickBooks can contact you and where your customer can contact you (receive sales notifications)
        • Uncheck it to separate your company email from your customer-facing email, then enter your desired email address.

           

      Before proceeding to the steps above, please know that you will not only receive accepted estimates in the email you've entered but all of your sales form's notifications.

       

      Once done, you might want to check out these articles to learn how to manage your settings and turn on features or how to personalize and add specific info to your sales form:

       

      Moreover, did you know that you can schedule a free consultation with our QuickBooks Live Expert Assisted? They can provide you with tailored advice and step-by-step guidance on how to manage your QuickBooks Online Account, ensuring that all critical communications are directed to the correct email, helping you maintain seamless business operations.

       

      By following these steps, you should be able to redirect where your email notifications for estimate acceptances are sent. If you need any more help with this setting or anything else, please feel free to reach out. I'm here to assist, Sarah.

      S
      SarahCOAuthor
      December 18, 2024

      Please clarify your response. Should the company email or the customer-facing email be the one that the estimate acceptance notifications are going to? Your response makes it sound like it should be going to the email address in the customer-facing email, but that is not what is happening. The email address that we have listed in the customer-facing email field is the one I would like it to go to. Do I have to change where all email notifications go in order to just get estimate notifications to go to a different address?

      M
      MirriamM
      December 18, 2024

      Hi Sarah, thanks for clarifying! You're absolutely right, estimate acceptance notifications should be going to the email address in the "Customer-facing email" field. It sounds like something might not be working as expected.

       

      Let's try a couple of things to get this sorted out:

       

      1. Double-check the "Customer-facing email" address: Just to be sure, confirm that the email address in that field is accurate and the one you want the notifications to go to. Sometimes a small typo can cause issues.
      2. Check your spam/junk folder: Is it possible the notifications are ending up there?
      3. Test with a new estimate: Create a test estimate and send it to yourself. Accept it as if you were the customer and see where the notification lands. This will help us pinpoint if the problem is with a specific estimate or with the setting in general.

       

      If you're still having trouble after trying these steps, it might be a good idea to reach out to our QuickBooks Support Team directly. They have the tools to investigate further and can help troubleshoot any technical glitches. You can reach them through the 'Help' menu in QuickBooks Online.

       

      Keep us updated on how it goes! We're here to help.

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