QuickBooks is a flexible bookkeeping and accounting program. It assists us in automating several operations, like emailing clients estimates, reports, and invoicing. QuickBooks speeds up and improves the accuracy of financial accounting. It may be linked with hundreds of products, and the QuickBooks desktop may be readily integrated with various programs, including Outlook.
Given all of this, are you aware that people may have difficulties attempting to change email in QuickBooks desktop? As a result, they may be looking for a process to modify the email address they registered in QuickBooks.
Users may consider altering their registered email address when accessing or logging into QuickBooks for various reasons. Let’s familiarize ourselves with all of these reasons.
Initially, going ahead with the steps about how to change email in QuickBooks desktop, one must be aware of the need and why it is required.
Why To Change Email In QuickBooks Desktop?
Change email in QuickBooks desktop is essential for keeping your contact details current, increasing the effectiveness of your communications, and preserving professionalism in your company dealings.
Having the most up-to-date contact information for your clients, suppliers, and staff. With an updated email, you can improve project teamwork, expedite communication procedures, and guarantee that critical communications are received on time. Additionally, it enhances your company’s reputation by demonstrating your initiative and organization in keeping correct records. Using a current email address in QuickBooks can avoid missed opportunities and possible disputes resulting from inaccurate or out-of-date information.
What are the advantages of updating one’s email in QuickBooks?
Let us take a brief over some of the advantages as follows-
Increasing the Effectiveness of Communication
Updated QuickBooks & email addresses in QuickBooks help improve communication efficiency by promptly ensuring that notifications and messages are delivered to the right people.
This simplified communication method facilitates better team coordination and quicker decision-making. Thanks to QuickBooks enhanced email system, businesses can be informed about important information, such as invoice approvals and payment reminders, which promotes more efficient financial operations.
Keeping a Professional Attitude
Modifying your email address in QuickBooks is a proactive way to uphold professionalism in business dealings and shows that you are dedicated to providing correct and trustworthy contact details.
Modifying your email in QuickBooks is imperative for maintaining smooth and reliable connections with clients, partners, and vendors. Because your stakeholders can trust that your contact information is current, this improves their perception of your company and fosters confidence.
Therefore, one method of retrieving the user’s ID or password is via the email address. Because of these factors, users must maintain their email addresses up to date after a specific time. If you need to change email in QuickBooks desktop but need help with how to proceed, this article can help. This post will provide a quick overview of how to do that.
A Brief Account
Would you like to change email in QuickBooks desktop? Email address updates are easy and trouble-free. There are two methods for doing this, which are listed below:
- Log into QuickBooks Online and follow a few straightforward instructions to update your registered email address if you can still access the previous one.
- Select “Email change request” if you can’t access the previously registered email address.
Notifications that You’ll Get
One of the most crucial elements is notifications, which can express various ideas. The user may receive notifications via email in a variety of ways; some examples include the following:
- Quarterly payroll newsletters that are sent out
- Notice of update for the payroll tax table in Intuit QuickBooks Desktop
- Notifications of automatic renewal for yearly subscribers
- Confirmation of order/charge
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How to Modify the User ID-Related Registered Email Address?
To change email in QuickBooks desktop linked to your user ID, follow these simple steps:
- Initially, you must go to the Gear icon and select it from the Toolbar.
- Next, choose the “User Profile” tab under the “Profile” section.
- After it’s finished, select the “Profile” icon.
- Select the “Edit” tab under the “Email address” section.
- Enter the new password and email address.
- After selecting the “Save” icon, select the “Done” icon.
- Use the activated link in the email to the previously registered email address to confirm the update.
If the user is an accountant using QuickBooks Online:
- On the Toolbar, click the “Gear” icon.
- In the “Your Company” section, click the “Your Account” tab.
- After choosing the “Personal Profile” option, pick the “Edit personal information” icon.
- In “Your Sign-In Information,” select the “Change sign-in info” tab.
- You will be taken to the sign-in page after selecting the “Continue” option.
- After entering your account information, select “Sign in.”
- Choose the tab labeled “Profile.”
- Click the “Edit” tab on the “email address” column.
- After entering the new password and email address, click the “Save” button.
- After receiving a confirmation that the data has been updated, click the “OK” button.
How to change email on QuickBooks desktop?
QuickBooks Desktop has a page called Manage Your QuickBooks. This page allows users to select and modify a particular service or product. This involves changing the email address used to log in and get software notifications. Another method of verifying the changes or modifications is to receive a notification at the updated email address.
The following sections provide more details on how to change email in QuickBooks desktop.
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Option 1- Modify your email address to sign in to QuickBooks Desktop
You can use a different ID to log in and even change email in QuickBooks desktop. Select a product or service From the Manage Your QB page list. The next step is to find the Company Name button and choose the one that appears next to it.
You can use the dropdown to display Edit Login. This function allows you to modify or change email in QuickBooks desktop. After that, you can use that email address to access your QuickBooks Desktop account.
When you are interested to Change email in QuickBooks desktop, below is the thorough explanation of instructions as follows:
- Navigate to the Manage your QuickBooks tab after logging into QuickBooks Desktop.
- You must now select a product or service that requires management.
- Next, you must select the drop-down menu next to the Company Name.
- You must now select Edit Login.
- Enter the tab for the profile.
- Subsequently, you must select the Edit option next to the Email Address.
- On the email address field, enter a new ID.
- The next step is to click Confirm Email Address.
- Afterward, you must enter your password and click the Save tab.
- Wait for verification on your new email address.
- Tap Verify My Email after opening the verification in your inbox.
- Clicking Continue is required once Email Address Verified appears.
So through these steps, you can change email in QuickBooks desktop.
Option 2: In QuickBooks Desktop, modify your email address for notifications
Let’s learn how to change email in QuickBooks desktop for notifications. The procedure can only be done after logging into your account. So you can use your current email address to achieve this. You must choose a product after going to the Manage Your QuickBooks page. Eventually, the Edit option will appear, allowing you to change the email address you use for notifications.
- Enter My Account to log in.
- Click Manage Your QuickBooks and pick a service or package.
- Verify that you are logged in to the right company. Alternatively, you can hit the menu button to choose the relevant company.
- Now look for Authorized Users in the list.
- By your name, click Edit.
- Bring up the updated or changed email address.
- From the menu, choose Save.
- Then, hit the X button.
- Shortly after completing these steps, you will receive a notification at the new email address you provide. The notification will verify the modification to the email you provided.
Now, after learning about the procedure to change email in QuickBooks desktop, you might be interested in learning more and exploring more; let us proceed with further detailed steps.
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What are the steps to modify the email address using QuickBooks Online?
Use the settings to change and add a new email address to QuickBooks Online. You can select a different ID to access your QuickBooks Online account using the options. If you are utilizing QuickBooks Online Accountant, the procedures for upgrading the ID may vary.
Below are more details on how to modify your business’s outgoing email address in QuickBooks Online. You will also find other ways to change email in QuickBooks desktop Online versions.
Option 1: Modifying the QuickBooks Online Company Email Address
You can first enter Settings in QuickBooks to modify your company’s email address. You must search for Your Company to choose an accountant and settings. There is a choice to be made regarding the company option. Contact Information will now be shown. This information allows you to update the email address associated with your business. Please make sure the email address you are adding or editing is accurate.
- Pressing the icon that displays the Settings option is the first step.
- Tap on Your Company after searching for it.
- Proceeding to Account & Settings is the next step.
- Based on the list of options, choose “Company.”
- After that, you must select Contact Info.
- You need to find the option that reads “Company Email.”
- The next step is to click the Pencil icon adjacent to the option.
- You must now go to the Contact Information area.
- Enter the new or updated email address for your business.
- Emails that interact with customers should be selected.
- Once the new email address has been entered, click save.
- To examine the modifications after reviewing the Contact Info section, click Done.
- Click on New now. Next, select the invoice located beneath the customers.
- After that, you must draft an example email and select Save.
- After ensuring the new email address has been entered in the From area, click Send and Close.
- Upon getting the email, confirm that the updated email address is mentioned.
Option 2: Modify your email address to sign in to QuickBooks Online
If you use QuickBooks Online, you know your account must have an email address. You may not utilize your registered/preferred email address for several reasons. You could modify it to sign in with a different ID.
In QuickBooks Online, go to Settings and change email in QuickBooks desktop. You can choose between an Intuit Account and Your Account depending on the options provided. The email address section follows this. By selecting the Edit option, you may modify the current email address.
The simple procedures to modify the email address you use in QuickBooks Online are listed below:
- You must first click on QuickBooks Online to open it.
- The next step is to navigate to the software’s Settings option.
- Then, among the available alternatives, you must select either of the following:
- The Intuit account
- Your account
- You must now hurry to the email address section.
- Next, press the Edit button.
- Finally, insert the new email address to sign in and save it.
Option 3: An accountant can modify their registered email address in QuickBooks Online
QuickBooks Online Accountants users may use a different email address for their registered ID for various reasons. Clients of this particular version of QB can alter the default or registered email address by selecting the Gear icon. This will be the topmost level of the accounting program. Tap the Your Account choice after choosing Your Company via the menu. From this tab, you can view your profile and change your data.
- In QuickBooks Online Accountant, begin by tapping the Gear button.
- After that, you must select Your Company.
- The next step is to select the tab labeled “Your Accountant.”
- You must now select the icon that resembles a personal profile.
- Select the Edit Personal Information sign.
- Navigate to the “Your Sign-in Information” section and select the “Change Sign-in Info” tab.
- Click the “Continue” button.
- On the sign-in screen, include or reset your password and username.
- You must now select the Sign-in option. Go to the profile and locate the email address area. Come on in here.
- After selecting Edit, insert your new email address. You must first input the password for this ID before selecting the Save option.
- You must now wait for the notification in QBO Accountant confirming that your email address has been updated.
- Finally, you must choose OK.
How to alter the Email Address Linked to Your Company
- Choose the “Gear” icon from the Toolbar.
- Select the “Your Company” option under the “Account and Settings” menu.
- Select the “Company” tab from the menu area.
- From the “Contact Info” column, click the “Pencil” icon.
- Enter your new email address in the “Company email” section.
- After selecting the “Save” icon, select the “Done” tab.
Procedures for Modifying the Email Linked to the Location (location tracker)
- Choose the “Gear” icon from the Toolbar.
- Select the “All Lists” tab under the “Lists” tab.
- Choose the tab labeled “Locations.”
- After selecting the spot you wish to modify, select the “Edit” tab from the drop-down menus in the action column.
- Check the box to indicate that this location uses a distinct email address for customer communications.
- After entering the email address, choose the “Save” tab.
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Update Your Email Address to Receive Notifications
- Sign in to “My Account” first.
- The user must next select the product to manage on the “Manage your QuickBooks” page.
- The user must then glance at the upper right corner to verify they have logged in to the right company. Otherwise, the user must select the appropriate business from the drop-down menu.
- The user must then drop to the “List of Authorized Users.”
- Afterward, select the “Edit” option next to the name.
- The next stage in the procedure is entering the “New Email Address” and selecting “Save.” Select the “X” button to return to the home page.
- The user will be notified of email address changes in the last stage.
After saving the changes, the email address stored on the related servers will be updated.
Conclusion
After you save the changes, the email addresses on the related servers will be updated. Therefore, in this article, we have handled every case that could arise so that users can easily update their QuickBooks registered email address. Thus, those previously experiencing problems can apply this and begin working on their task.
Nevertheless, if you cannot change email in QuickBooks desktop or any other form after completing the steps mentioned, please contact QuickBooks desktop support for more help..
Frequently Asked Questions
Q1. How to change primary admin email in QuickBooks desktop?
You can use your Intuit account information to log in. Additionally, this must be distinct from the login credentials you use to access the company file. Proceed to the principal contact section by scrolling down, then select “Change.” Select the newly created primary contact using the account’s contacts list.
Q2. How can I configure QuickBooks Desktop’s email?
The procedures listed below can be used to create a secure webmail:
- Go to the QuickBooks edit tab and select additional preferences.
- Additionally, select Send Forms.
- Then, select Add under WebMail.
- The next step is entering the email address and selecting the provider from the drop-down menu.
- After finishing, select the “Use enhanced security” checkbox and click the “OK” tab.
- Later, Log into your Intuit account when prompted.
Q3. How can I set up QuickBooks Desktop to accept multiple email addresses?
The procedures listed below can be used to add more than one email address to a report:
- Select the tab for reports.
- After you’re finished, select the report you wish to send and click the email icon.
- Select email now, then type the email addresses in the to field, separating them with a space and a comma.
- The email addresses must now be entered in the CC field.
- Select “send,” and you’re set.
Q4. Why can’t I get my email to connect with QuickBooks?
Incorrect login credentials, out-of-date email options, email-related security limitations, or compatibility issues are some of the most frequent causes of QuickBooks inability to connect to email.
Q5. How do I change my QuickBooks email password?
To reset your email account password in QB, visit your email provider’s website first. Then, you must update your password in settings and proceed with the QuickBooks password reset tool for further procedure.
Q6. How to change email in QuickBooks?
The following are the steps that one can follow to update email in QuickBooks:
- Sign in to My Account.
- In the Manage your QuickBooks page, select the product or service you would like to manage.
- Check if you’re signed in to the correct company. If not, choose the proper company from the Intuit Account dropdown.
- Select Edit beside your name in the Authorized Users list.
Enter your new email address, then Save. Select the X to get back to the home page.