Employees and payroll

ZackE · ‎May 21, 2020

Hi there, BendHFC. Thanks for reaching out to the Community.

You're correct, both estimates and invoices sent from QuickBooks Online will send from your customer-facing email address. I've submitted feedback to our product development team so that different emails for specific documents is considered in future updates.

I thought of a workaround for this that I'd like to share with you. QBO provides the ability to download sales forms once you've created one for a customer. You can save a copy of an estimate and then email it to the client from whatever email address you'd prefer, outside of your books. This way it's bypassing the client-facing email that you have on file in your account.

Here's how to get a copy of an estimate saved to your computer:
1. In the navigation bar on the left, go to Sales, then Customers.
2. Click on the client's display name to open their profile.
3. Locate the one you want to download and use the dropdown arrow (▼) icon in the Action column.
4. In the drop-down menu that displays, select Print. A new tab will open with a PDF file.
5. Move your cursor to the top-right corner of the page to show the action icons.
6. Hit the download icon.

A file explorer window will pop up asking where you'd like to save the file. Choose where you want to place it on your computer, then use the Save button to complete the process.

The estimate will begin downloading to your computer. Once it finishes, you can access any email address you'd like and send your customer a copy of the document.

Here's a couple helpful resources which may come in handy:

Please feel more than welcome to reach out to me here if you have any questions. Have a wonderful day!