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vistaacctraining
Level 1
posted
‎December 04, 2024 04:08 AM
last updated ‎December 04, 2024 4:08 AM

e-mail notification after a sale

I have Quickbooks Accountant. I have added a client who has acquired QuickBooks online essential from me and my company is paying for it but QuickBooks online has not sent my client an e-mail notification. I have even updated my client's profile with a new email but still, he has to gotte ay notification in the new email. Any help

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1 Comment 1
ArielI
QuickBooks Team
QuickBooks Team
‎December 04, 2024 07:03 AM

e-mail notification after a sale

I've got some steps to help your clients receive email notifications from QuickBooks Online (QBO).

 

If you recently imported data into a QuickBooks Online company, you want to reset the email address. Here’s how:

 

  1. Go to the Gear icon and select Account and settings.
  2. Navigate to the Company section and select Edit ✎ in Contact info.
  3. Review each email address and make any necessary changes.
  4. Select Save, then Done.

 

Moreover, you can ask your customers to check their junk mail and spam folders. If still not found, clear it and then re-enter your email address.

 

  1. Go to the Gear icon and select Account and settings.
  2. Navigate to the Company section and select Edit in Contact info.
  3. Clear the Company email field and enter the desired email address; make sure there are no extra characters or spaces.
  4. Select Save, then Done.
  5. Send yourself a test transaction.
  6. If he doesn't receive the email, try using a different email address that has a different domain (for instance, if you were using a Gmail email address, try a Hotmail or Yahoo address instead).

 

If the issue persists, ask an IT expert to help you with the following solution. The IT expert needs to add the QuickBooks Online mail server hostnames and IP addresses to your outgoing mail servers' allowlist. This is so your QuickBooks emails aren't mistakenly marked as spam.

 

Furthermore, the steps to add these host names and IP addresses will depend on your email setup. You can find the list of necessary host names and IP addresses in this resource: 3 solutions for when customers aren't receiving your emails.

 

If this doesn’t work, please reach out to our customer support to have them check your account and create a support ticket for further investigation if needed.

 

In addition, you can always keep track of the changes made within your company file, including who made these changes. For more information, consider skimming this material: Use the audit log in QuickBooks Online.

 

Let us know if you have further questions about managing your client's email address. We'll always be right here to help you anytime.

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