nomoreptteachmt
Level 2

Quickbooks forms

Hello everyone.  We are updating our Quickbooks Desktop Enterprise Solutions 23.0 so we can email invoices to our customers.  

Question:  the email address for the "sent" emails has the wrong person's name in it.  How do I update this (please give detailed instructions, thanks!!)

Question:  We only want to email invoices and statements automatically.  Right now QB is creating an email for everything, sales orders, estimates, etc.  Is there a way to limit which documents go to the automated email system?  Again, if yes, details please.

Thanks everyone for your help and Happy Holidays!!