JamesAndrewM
Moderator

Account management

Thanks for getting back to the thread, FulingSean. I acknowledge you want to set up the sales order with the new email address you entered as the memorized transaction. Allow me to chime in and share some information.

 

I agree with you. When you enter a new email address and save it, the system will update the customer profile. And the original email address will be replaced by the new one. However, if you don't save the new email address, the original email address will remain in the profile. I can see how convenient it is for you and your business. Currently, this is the default configuration in QuickBooks Desktop.

 

If you wish to use the new email address, you can manually enter the email address to whom you will send the sales order and the invoice.

 

I will also leave you this article to help you how to use and customize form templates in QuickBooks Desktop: Use and customize form templates.

 

If you have further concerns about your sales order, we're always available to answer them. Goodbye for now. Stay safe!