Email address used in templates

Hello, @Deadwood Al.

I'm here to provide some insight regarding the preferences for sending forms in QuickBooks Desktop (QBDT) Pro 2023.

Yes, it's possible for all emails concerning invoices, statements, and similar documents to be sent from our accounting department email address. Here's how:

1. Open QuickBooks Desktop Pro 2023.
2. Go to the Edit menu and select Preferences.
3. In the Preferences window, select Send Forms from the left-hand menu.
4. Go to My Preferences.
5. Click add and enter your preferred email address and choose the Email provider
6. Enter your QuickBooks credentials such as user ID and password
7. Once done adding the email, hit Ok.

In case you need help with modifying your email templates and using them to send messages from QuickBooks, check out this article as your guide: Create custom email templates in QuickBooks Desktop

If you have further questions about your preferences for sending forms in QBDT, you can comment below, and we'll respond to you as soon as possible.

You said ...

1. Open QuickBooks Desktop Pro 2023.
2. Go to the Edit menu and select Preferences.
3. In the Preferences window, select Send Forms from the left-hand menu.
4. Go to My Preferences.
5. You can add a preferred email by simply clicking Add.
6. Once done adding the email, hit Ok.

On the screen I see no option to "Add" or OK. ?????

I appreciate you clarifying your concern and the actions taken, @Deadwood Al. I am here to assist you further with additional information so that you can use your preferred email in QuickBooks Desktop (QBDT) with ease.

I see that you have selected Outlook under "Send E-mail using". Please be informed that if you opt for this option, QuickBooks will automatically utilize the email address associated with your Microsoft or Outlook account on your computer.

To set up a different default email address, follow these steps:

1. Go to QuickBooks Edit menu and Select Preferences.
2. Choose Send Forms.
3. Click Web Mail and Add.
4. Fill out the Add Email Info and select OK.
5. Then OK to save your changes.

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Here are some articles to help manage your sales forms effectively in QuickBooks:

• Email sales forms, invoices, and statements in QuickBooks Desktop
• Use and customize form templates

Feel free to let me know if you need help with any specific task or if you have any further questions regarding your QuickBooks company file settings. I can assist you at all times.