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S
Stevemdp
August 5, 2023
Question

QuickBooks online how do I send recurring invoices with my Gmail account

  • August 5, 2023
  • 1 reply
  • 5 views

QuickBooks online how do I send recurring invoices with my Gmail account

1 reply

C
ChristineJoieRQuickBooks Team
QuickBooks Team
August 5, 2023

Hello there, @SteveM. Let me show you how to use the Gmail address under the recurring transaction in QuickBooks Online.

 

The email address allows QuickBooks to send the customer important updates, notifications, recurring transactions, and other relevant information. 

 

Let's navigate to Accounts and Settings since you may want to update the email on your sales forms as your Gmail address.

 

Here's how:

 

  1. Go to Settings ⚙, then select Account and Settings.
  2. On the Company page, select Contact info.
  3. Enter your company email, then choose Save.

 

After that, recurring transactions will use the information you set up. It automatically appears once you input the Gmail Address.

 

I'll be around the corner if you want additional assistance.

S
StevemdpAuthor
August 10, 2023

At the moment it's my work email in there so are you saying if I put my Gmail in there all recurring invoices will send using my Gmail account?

G
GeorgiaC
Level 13
August 10, 2023

Hi Stevemdp, apologies for any confusion - the steps above will continue to send from the QuickBooks server, however will display your Gmail address.

 

If you'd like to send these using your Gmail account instead, here's how: 

 

1. Create an invoice or open an existing one.
2. Once you fill out the necessary fields, select Save and send to open the preview window.
3. Above the customer’s email, select the From ▼ dropdown.
4. Select Add Gmail address, then Connect Google account.
5. Enter your Gmail address in the sign in window, then select Next. Note: If your computer remembers your Gmail, select the email you want to use. Then Allow and you're good to go.
6. Enter your Gmail password, then select Next.
7. Select Allow. Then you're ready to send invoices.

 

After this, invoices created will continue to be sent through your Gmail account. You can find the invoices you sent from QuickBooks Online in your Sent folder. To disconnect: 

 

1. Create an invoice or open an existing one.
2. Once you fill out the necessary fields, select Save and send.
3. Above the customer’s email, select the From ▼ dropdown.
4. Select Remove Gmail address.

 

To learn more about sending invoices from your Gmail address, visit our FAQ page.

 

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