Solved: Edit default email text

katherinejoyceO · ‎October 27, 2022

Thanks for joining in this forum, @Bonnie123.

I've checked the INV 58175 in our records, and it shows that it's already been closed last 10/11/2022. After thorough investigation, our engineers found out that the edits and sending are all happening in Outlook. Hence, QuickBooks does not have any control over this.

As a workaround, you can either set up for webmail or edit your template in QuickBooks before sending it.

Here's how:

Click the Edit menu.
Go to Preferences, then choose Send Forms.
From the My Preferences tab, select Outlook or Web Mail.
Select OK or Add, then enter the necessary information.
Follow the on-screen instructions to complete the process.

For more insights about setting up your email, read through this article: Connect your email to QuickBooks Desktop.

Feel free to message again if you have additional concerns about managing your emails in QuickBooks.

Site · ‎October 31, 2022

I am having the same issue over a year later. We use the template for the basic communication but often add a line or two to personalize the communication. Adding a template for each instance is not a sustainable work-around.

doddsterry · ‎April 26, 2023

How do I change the email message for reports in QBO?

Maybelle_S · ‎April 26, 2023

Let me provide some information regarding modifying the email message for reports, @doddsterry.

QuickBooks Online (QBO) sets a default email statement when sending reports. With that, we're unable to update this unless you make a manual adjustment before sending it.

We recognize the importance of this feature to our users. You can send feedback requests to our Product Development Team so they can check and consider this in future updates.

Here's how:

Go to the Gear icon.
Under Profile, select Feedback.
Enter your suggestion.
Hit Next.

Visit this guide to learn how to create a professional layout for your reports: Management Reports Overview.

You can check this article to see the complete list of available reports you can run for your version: Reports included in your QuickBooks Online subscription.

I'm always here to help if you have any other concerns or questions about management reports or any other tasks in QuickBooks. Just tag my name in the comment section and I'll get back to you as soon as I can.

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Edit default email text

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