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November 16, 2021
Question

How do I move customers from one email access to another

  • November 16, 2021
  • 1 reply
  • 0 views
How to move clients from one email address to another?

1 reply

November 17, 2021

Hello willco53,

 

QuickBooks Online offers a user-friendly platform that enables you to manage your customers with ease. It's essential you're able to move customers from one email access to another. Don't worry, I'll be glad to provide the information you need to move forward with your work and get back to doing what you love. 

 

Based on the details you've provide, I suspect you're looking to change a customer's email address. If that's the case, you can do this by clicking Sales from the left menu > Customers > locate the customer in question and click on their name > hit Edit and make the necessary adjustments. Make sure your info saves once you're done. 

 

In case you're referring to QuickBooks Online Accountant, I encourage you to check out the helpful resources below: 

Let me know if this info helps by leaving a comment below. I'll be here in case you have other questions. Enjoy the rest of your day!