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July 4, 2024
Question

How do you add 2 email addresses to a customer account

  • July 4, 2024
  • 1 reply
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1 reply

July 4, 2024

Hi 825209639709889,

 

Welcome to the Community! Having the ability to set multiple email addresses to your customer profiles is a valuable time saver.  QuickBooks Online enables you set default information to your customers, so you can complete and send your forms effortlessly.  I'd be happy to show you how!

 

Follow these steps to add the second email address to your customer profile:

 

1. From the left menu open Sales, then Customers

2. Select your customer from the list and hit Edit

3. In the Email field, enter the associated email addresses, separating them with a comma and space

4. Hit Save

 

You're all set!  Each time you create a new form for the customer, all email addresses will be automatically applied.

 

If you have any other questions, please don't hesitate to reach back out.  We're always glad to assist!