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January 11, 2021
Question

How do I add a second email in customer info

  • January 11, 2021
  • 1 reply
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1 reply

January 11, 2021

Welcome to the QuickBooks Community, usermedeirosdnelly.

 

I'm glad you've found this resource to get answers to your QuickBooks Online questions. It's a great place to read how-to articles and ask questions like you have here. I can absolutely help with adding a second email to your customer information and go over how the program handles those details.

 

I know there might be a number of reasons you'd want to add a second email for a customer, and QuickBooks Online's customer setup makes it possible. It's a few simple steps, and you can follow along below.

  1. Hover over Sales in the left menu, then choose Customers.
  2. Click the name of the customer in question.
  3. Select Edit.
  4. Add a comma after the first email in the Email field, then add the second email address.
  5. Click Save.

You can even include multiple emails when you create brand new customers. The key is putting a comma between the emails in the Email field and you'll be good to go. For your reference, here's our article about customers: Add and manage customers in QuickBooks Online

 

When you have multiple emails for your customer, the program will populate both emails in the Email field on forms. That way, you can easily send the transaction to both emails if that's what your customer wants or you can just remove the one you don't want to use for that transaction.

 

If you'd prefer to have this setup so that the second email is for reference or a different purpose, I recommend using the Notes section at the bottom of the customer profile or even the Other field in the top beside Website. In both cases, the information will not populate on the customer form or be included for sending the form to.

 

Give that a shot and let me know if you have other questions about how this works. I'm here to help you out.