I got your back, shana. I know the importance of having to autofill your client's email address in QuickBooks Self-Employed since it can make your business workflow easier. Let's go ahead and fix this concern together.
When you create a profile for a client, you'll need to enter their email address. Once added, it will be automatically included when you send invoices for them.
Since you're entering this information manually, let's double-check to ensure you've included this information for your customer. You can follow these steps on how you can verify it.
- Head to Invoices, then select a customer
- Click Edit.
- On the Invoice page, toggle to Edit customer info.
- The customer profile will show. Ensure that you've added an email address in the Email field.
If you have confirmed that an email has been added to the profile, I suggest troubleshooting the issue to help resolve it. The fact that it's linked already to their profile and the system isn't generating it automatically is an unexpected behavior and may be a browser-related concern. To isolate this, I'd recommend logging in to your account using an incognito mode.
- Google Chrome: Ctrl + Shift + N
- Microsoft Edge: Ctrl + Shift + N
- Firefox: Ctrl + Shift + P
- Safari: Shift + Command + N
If this works correctly, you can clear your browser's cache to help fix issues and run the program optimally. Additionally, you can use other supported browsers to ensure everything works as expected.
In case you want to document your receipts into QBSE, you can read this article for guidance: Record or attach expense receipts in QuickBooks Self-Employed.
I'll be more than happy to assist you if you have other questions regarding populating your client's email address when creating invoices. I'm just one post away.
