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April 16, 2024
Question

How do you add multiple emails to a customer? A lot of my customers are companies with multiple people. Also the Customer profile is setup for individuals, not companies.

  • April 16, 2024
  • 1 reply
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1 reply

Tori B
April 16, 2024

Good afternoon, @REBiel1.

 

Thanks for reaching out. How's your day been so far? I hope it's been great. 

 

You can add more than one email to your customer's profile. Any attached email will receive the invoice once sent. Make sure that the email addresses are separated with commas (,).

 

Here's how to do it:

 

  1. In QBO, go to the Get paid & pay or Sales menu on the left pane.
  2. Proceed to the Customers tab.
  3. Select the customer you want to update, then click Edit.
  4. In the Email section, enter the email addresses separated with commas (,).
  5. Hit Save to complete.
     

You can also do this directly in the Customer email section on an invoice. For more information about managing emails and customers in QBO, consider checking out these articles:

 

 

I see that you mentioned each company has multiple people. You can always add the company as the main customer, then each customer within that company as a sub-customer. If this is something you are interested in, please feel free to check our guide: Add and manage customers in QuickBooks Online

 

Don't hesitate to let me know if you have any additional questions or concerns. I'm always around to lend a hand. Take care!