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Hi there accounting380.
It's awesome to hear that you're familiar with QuickBooks Desktop. Given that familiarity, I can appreciate wanting to know what features are available in the QuickBooks Online version of the program. That way, you can know what to expect when you begin using it if that's what you'd like to do. I'll go over the options for custom email templates in QuickBooks Online.
QuickBooks Online has several options when it comes to your custom form styles and allows you to create multiple of each. It doesn't, however, allow you to create email templates that are unique to each individual form style. What I means is, while you can create a different email for an invoice versus an estimate, there isn't the option to create a different email message for invoice style A versus invoice style B. The same can be said for the message to the customer section on the forms.
Take a look at the following article to learn what's available for customization with sales forms and emails: Customize invoices, estimates, and sales receipts in QuickBooks Online
At QuickBooks, we welcome feedback from our customers about the features available in the program. This is a great opportunity to let us know your thoughts, which you can do by following the steps in the following article if you already have a QuickBooks Online account: How do I submit feedback?
Let me know if you have more questions. Have a great week.
Does anyone know whether there is an app available for QBO that will permit this function? I need to send two styles of invoices, but I'd prefer that it isn't obvious from the email that the second style is coming from the parent company.
Hello Henk. Thanks for chiming in on this thread. You can search for apps compatible with QBO on our site www.apps.com. I recommend choosing an app that suits your business needs based on the app description and reviews. Feel free to ask other questions.
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