How do you remove an ex-employee from receiving estimate emails


1 person found this helpful

Hi there, bill,

Let’s remove your previous employee from receiving estimate emails.

If your ex-employee has recurring transactions that are associated with his/her email, we need to delete first the impacted recurring templates before we can update the employee’s status.

Here’s how to delete the recurring transactions or templates:

  1. Go to the Gear icon at the top.
  2. Under Lists, select Recurring Transactions.
  3. Find the transaction or template associated with the previous employee’s email.
  4. Under the ACTION column, select the drop-down arrow and choose Delete.

I’ve added screenshots to show the steps.

After that, we can delete the employee if you haven’t paid him/her. If you’ve already paid him/her, let’s change the employee’s status. Here’s how:

  1. Go to the Workers at the left menu.
  2. Select Employees sub-tab.
  3. Find the employee's name.
  4. Select Edit employee.
  5. Click the Employment tab.
  6. On the Status drop-down list, select Terminated.  (You can also choose Paid/Unpaid Leave of Absence/Not On Payroll if this is a temporary termination.)
  7. Enter a termination date.
  8. Click Done.

You can check out these articles for more information through these links:

Keep me posted on how the above steps work for you, bill.

Don’t hesitate to comment below if you have further assistance about removing your ex-employee from receiving estimate emails in QBO. I’m just around to help you more. Have a great day!

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IntuitRaymondJay , Community Support Specialist
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