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What to do about a recurring template not showing the default message

by Intuit Updated 2 weeks ago

Get help when the recurring template doesn’t show the default message in QuickBooks Online.

If you edited a template message directly, then that template will not accept changes that comes from account and settings (or company settings) anymore. To make sure that your message is consistent on all sales forms, you can make changes through preferences only. Here's how.

Edit the default message

  1. Go to Settings ⚙, then select Account and Settings (or Company Settings).
  2. From the left menu, select Sales.
  3. In the Messages section, select Edit ✎.
  4. Enter your message in the email message box, then Save.
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