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April 27, 2024
Question

Invoices are no longer automatically populating the client's email address. How to fix?

  • April 27, 2024
  • 1 reply
  • 0 views
This is a change that started last month. Every time I bill a regular client I have to add the client's email address rather than it automatically populating as it has for years.

1 reply

April 27, 2024

I got your back, shana. I know the importance of having to autofill your client's email address in QuickBooks Self-Employed since it can make your business workflow easier. Let's go ahead and fix this concern together.

 

When you create a profile for a client, you'll need to enter their email address. Once added, it will be automatically included when you send invoices for them.

 

Since you're entering this information manually, let's double-check to ensure you've included this information for your customer. You can follow these steps on how you can verify it.

 

  1. Head to Invoices, then select a customer
  2. Click Edit.
  3. On the Invoice page, toggle to Edit customer info.
  4. The customer profile will show. Ensure that you've added an email address in the Email field.

 

If you have confirmed that an email has been added to the profile, I suggest troubleshooting the issue to help resolve it. The fact that it's linked already to their profile and the system isn't generating it automatically is an unexpected behavior and may be a browser-related concern. To isolate this, I'd recommend logging in to your account using an incognito mode. 

 

  • Google Chrome: Ctrl + Shift + N
  • Microsoft Edge: Ctrl + Shift + N
  • Firefox: Ctrl + Shift + P
  • Safari: Shift + Command + N

 

If this works correctly, you can clear your browser's cache to help fix issues and run the program optimally. Additionally, you can use other supported browsers to ensure everything works as expected.

 

In case you want to document your receipts into QBSE, you can read this article for guidance: Record or attach expense receipts in QuickBooks Self-Employed.

 

I'll be more than happy to assist you if you have other questions regarding populating your client's email address when creating invoices. I'm just one post away.

April 27, 2024

Hi Thanks for getting back to me. As I know that I have correctly included emails in all profiles, I guess I will have to try icognito mode. Would not be the first time I have had resort to this with Quickbooks. thanks, S