Learn how to customize email templates and use them to send messages from QuickBooks.
Want to personalize your emails to customers and vendors? You can create email templates with customized subject lines and email bodies. Then all you have to do is select the one when you send an invoice, sales receipt, estimate, or other transaction.
Step 1: Create and customize a template
- Sign in to QuickBooks as an admin. You can also sign in as a user with permission to edit company preferences.
- Go to the File menu and select Switch to Single-User Mode.
Follow these steps for each template you want to create. You can create multiple templates for each transaction type.
- Go to the Edit menu and select Preferences.
- Select the Send forms menu and then the Company Preferences tab.
- From the Delivery Method Default drop-down menu, select Email.
- From the Email Templates drop-down menu, select a transaction type. You can create multiple templates for each transaction type transaction listed.
- Select Add Template.
- Give your template a name.
- Customize the subject line and body.
- You can select Insert Field to put a dynamic data field in your email. These use real data from the form, like the customer name or due date, to fill out the field.
Tip: You can type these fields into the message body yourself as long as they match the prefilled options.
- When you're done customizing, select Save. After you close the template, select OK in the Company Preferences tab to save your changes.
All of your templates appear in the Company Preferences tab of the Send forms menu. To set one as the default, select a transaction type and then Set Default next to the template you want to use.
Step 2: Use a template
You can use your templates for emails sent alongside single transactions, batch emails, and even when you send pay stubs.
When you create an Invoice, for example, select Email from the toolbar and then Invoice. QuickBooks uses your default template for the transaction type.
If you choose Email Later, you can select one of your templates when you send a batch of emails. Go to the File menu and select Send Forms. Then select the template you want to use from the Template drop-down.
If you notice your emails aren't using your new template, here's how to fix email template issues..