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January 20, 2020
Solved

Setting up multiple emails

  • January 20, 2020
  • 2 replies
  • 12 views

Hi, I am trying to figure out if it is possible to set up multiple outgoing emails for my company. We have emails set up for our estimating and invoicing departments but cant figure out how to set it up in qb. We want to be able to send an estimate using our estimating email and send invoices with our invoicing email instead of having one default email for all outgoing items.

 

Thanks! 

Best answer by MichelleBh

Hi there, @ewright12.

 

QuickBooks Desktop lets you set up multiple email templates as required by your clients. I'm glad to assist you on how to add your email template in the invoice or estimates. 

 

Here's how:

 

  1. Go to the Edit menu, choose Preferences.
  2. Select Company Preferences, then click Send Forms.
  3. In the Delivery Default drop-down arrow, pick E-mail.
  4. From the Email Templates, choose either Invoices or Estimates.
  5. Hit Add Template then enter the email address.
  6. You can select Insert Field to put a dynamic data field in your email.
  7. Click Save, then press OK

 

Once you're done adding an email, let's create a sample invoice or estimates to verify if the email will take effect. You can send an invoice/estimates with their email template by clicking the Email drop-down in the Send Forms menu. Let me show you how:

 

  1. Click Customers, then choose to Create Estimates
  2. Fill out the needed boxes and put a check-mark in the Email later.
  3. Click Save and Close.

 

After that, you can go to the File menu and select Send forms. From there you can select one of your templates when you send a batch of emails.

 

I've attached a screenshot for your reference:

 

 

 

You may check out this article for additional information about the process: Create custom email templates in QuickBooks Desktop.

 

Also, feel free to read these handy articles for your reference: These articles will guide on how to fix email template issues, create custom Field, and customizing forms:

 

 

Don't hesitate to leave a comment below if you have follow up questions. I'm always to help. Take good care. 

2 replies

MichelleBh
Level 8
January 20, 2020

Hi there, @ewright12.

 

QuickBooks Desktop lets you set up multiple email templates as required by your clients. I'm glad to assist you on how to add your email template in the invoice or estimates. 

 

Here's how:

 

  1. Go to the Edit menu, choose Preferences.
  2. Select Company Preferences, then click Send Forms.
  3. In the Delivery Default drop-down arrow, pick E-mail.
  4. From the Email Templates, choose either Invoices or Estimates.
  5. Hit Add Template then enter the email address.
  6. You can select Insert Field to put a dynamic data field in your email.
  7. Click Save, then press OK

 

Once you're done adding an email, let's create a sample invoice or estimates to verify if the email will take effect. You can send an invoice/estimates with their email template by clicking the Email drop-down in the Send Forms menu. Let me show you how:

 

  1. Click Customers, then choose to Create Estimates
  2. Fill out the needed boxes and put a check-mark in the Email later.
  3. Click Save and Close.

 

After that, you can go to the File menu and select Send forms. From there you can select one of your templates when you send a batch of emails.

 

I've attached a screenshot for your reference:

 

 

 

You may check out this article for additional information about the process: Create custom email templates in QuickBooks Desktop.

 

Also, feel free to read these handy articles for your reference: These articles will guide on how to fix email template issues, create custom Field, and customizing forms:

 

 

Don't hesitate to leave a comment below if you have follow up questions. I'm always to help. Take good care. 

July 7, 2021

Where is this Edit menu you mention, please? I looked at the article you linked, but it looks like the screenshots are from a previous version of QB, because my account looks nothing like that.

 

I can't find any Edit menu, or anything called Preferences anywhere.

 

I do see that I'm able to add a Gmail address, but this doesn't help me since I'd prefer to use my domain-based email address with my actual company name so my invoices look more professional than if they're using a free email provider address.

 

Appreciate any assistance you can offer. Thank you!

katherinejoyceO
Level 9
July 7, 2021

Thanks for following this thread, @mlowery

 

The steps shared by my colleague Michelle_b above are for QuickBooks Desktop. 

 

I've got you the steps to update the email address and other info that customers see on your sales forms and invoices: 

 

  1. Go to the Settings menu, then choose Account and settings.
  2. Select the Company menu, then select Contact email. More fields will appear when you select an area, and the question mark for each field will tell you what it’s for. 
  3. Click Save and Done to finish.

 

For future reference, you can also check out this article should you need to make some changes to your business name, contact info, or EIN in QuickBooks Online.

 

I'd be happy to know how it goes so I can guide you some more. Stay safe!

May 13, 2020

I am using 2020 Quickbooks online and I need to setup different email messages.  I have created different custom invoice forms but whenever I change an email message it changes all email messages in every custom invoice form.  Can you help?

QuickBooks Team
May 13, 2020

Welcome aboard to the Community, @Jlgreen. Thanks for joining the thread.

 

In QuickBooks Online (QBO), once you update the email message on a specific template, the changes will also affect other templates on the Custom form styles list. As a workaround, you can import a template which allows you to have more personalized information to use when emailing your transactions. 

 

To import a template, here's how:

  1. Click the Gear icon at the top.
  2. Select the Custom Form Style.
  3. Under the New style drop-down, choose Import style.
  4. Hit on the Save and upload your file field.
  5. Pick on Next.

For more details about this process, check this article: Import Custom Form Styles for Invoices or Estimates.

 

You're always welcome to post again if you have any other concerns about the invoice template or any related to QuickBooks. I'll be around to help. Have a good one.

 

 

 

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May 21, 2020

So there's no option in QBO to have your estimate send from a different email address than your invoices?  They will all send for the "forward facing" address?  I'm not a fan of a workaround that asks people to respond to a different email than what it came from since most people will hit replay.  Our sales team and invoicing team are 100% separate so we'd like the option to have different email addresses for each form.  Seems like a fairly simple ask.

 

Thanks,