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accounting623
June 18, 2024
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Is there a way to have customer replies on emails go to a different address for estimates than for invoices?

  • June 18, 2024
  • 1 reply
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Most invoice questions should be directed to accounting, while questions on estimates should be directed to sales. Currently all replies to Quickbooks emails go to accounting. Is there a way to differentate this?
Best answer by Henock K

Hi accounting623, 

Welcome to the Community. QuickBooks Online is a great program that gives you the ability to easily track your sales and expenses. I'd be glad to help.

 

At this time, when you send an invoice or estimate through QuickBooks Online, the customer's response will be routed to the email by which it was sent (the one that corresponds with the user who sent the email).  

 

The workaround I'd suggest is to leave a memo note at the bottom of your invoice/estimate asking your customers to send any replies to an alternative email address associated with your sales or accounting team. Alternatively, you can include these instructions directly in the email by selecting Customize at the bottom of the invoice/estimate screen. Toggle over to the tab for Emails, enter these instructions in the box called Message to customer.

If you'd like to include the option to change customer replies emails in QuickBooks, I recommend that you send us Feedback by clicking on the Gear icon at the top. This is sent to our Development Team to consider for future updates. 

 

Let me know if you have questions, I'll be happy to help.

 

1 reply

H
Henock KAnswer
June 18, 2024

Hi accounting623, 

Welcome to the Community. QuickBooks Online is a great program that gives you the ability to easily track your sales and expenses. I'd be glad to help.

 

At this time, when you send an invoice or estimate through QuickBooks Online, the customer's response will be routed to the email by which it was sent (the one that corresponds with the user who sent the email).  

 

The workaround I'd suggest is to leave a memo note at the bottom of your invoice/estimate asking your customers to send any replies to an alternative email address associated with your sales or accounting team. Alternatively, you can include these instructions directly in the email by selecting Customize at the bottom of the invoice/estimate screen. Toggle over to the tab for Emails, enter these instructions in the box called Message to customer.

If you'd like to include the option to change customer replies emails in QuickBooks, I recommend that you send us Feedback by clicking on the Gear icon at the top. This is sent to our Development Team to consider for future updates. 

 

Let me know if you have questions, I'll be happy to help.

 

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