QuickBooks HelpQuickBooksHelpIntuit

Fix custom email template issues in QuickBooks Desktop

by Intuit Updated 3 weeks ago

Learn what to do if emails aren't using a template you created.

If you created a new email template and sent emails but QuickBooks still uses your old template, don't worry. Here are two ways to apply your new template.

Solution 1: Copy and paste the correct message before sending the email

  1. Go to the Edit menu and select Preferences.
  2. Select the Send Forms menu and then the Company Preferences tab.
  3. Highlight the template you want to use and select Edit.
  4. Copy the message body text.
  5. Go to the File menu and select Send Forms.
  6. Select the email you want to send. Paste the copied text into the body section. Note: If you're using QuickBooks Desktop Enterprise, you select Edit Email first.
  7. Select Send Now.

Solution 2: Reset your email later settings

  1. Find and open the transaction you want to send.
  2. Select to uncheck Email Later box. Then select Save & Close.
  3. Reopen the transaction. Select to check the Email Later box. Then select Save & Close.

This puts the transaction back to the email queue. It should now use your new default template.

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

More like this