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Harry W
Level 1

Email Template Manual Edits Don't Send Thru Outlook From Quickbooks and Revert to Base Template

I have no idea how to address this issue that's popped up again after being fixed for two years.  I've tried everything I know to do.  Try a new template, edit the existing template, verify/rebuild data, update absolutely everything, try to roll back Windows updates, restart the PC, uninstall/reinstall Quickbooks and Outlook, fiddle with Run as Admin and compatibility settings, and I've got nothing.  I'm back to using the Save, Edit from Drafts, and Send directly in Outlook again, and it's just as annoying as it was two years ago.

 

Any new answers on addressing this issue?

1 Comment 1
Kurt_M
QuickBooks Team

Email Template Manual Edits Don't Send Thru Outlook From Quickbooks and Revert to Base Template

Hi there, @Harry W. I'm here, and I'll point you in the right direction to get this sorted so you can send custom template in your QuickBooks Desktop (QBDT) to your Outlook.

 

I recognize the urgency of this matter. Know that this isn't the kind of experience we'd like you to have in QuickBooks. I recommend reaching out to our QuickBooks Customer Care Team. This way, they can assign a representative to check and investigate your account to determine the root cause of the issue. I'll input the steps below so you can proceed. To begin, here's how:

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help/Contact Us.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Continue.
  5. Sign in to your Intuit account and select Continue and then Continue with my account.
  • If you don't already have an account, make sure to Create a new account.

      6.We'll email you a single use code. Enter your code and select Continue.

  • If you have more than one account, select the account you want to use and then Continue.

      7. Select to chat with us or Have us call you.

 

If you're using Pro, Premier, or Plus version of QuickBooks. You can reach out to our support team from Monday to Friday, 6 AM to 6 PM. In case you're using the Enterprise version, you can reach out to our support team any time of the day.

 

See this article for more information: Contact QuickBooks Desktop support.

 

In addition, I've got you this article to help you manage your customer's payments in QBDT: Record an invoice payment.

 

You can also check this page to track the money in and out of your business: Track your cash flow in QuickBooks Desktop.

 

@Harry W, know I'm determined to help you get through this situation. Let me know how it goes by leaving a comment below. Rest assured, I've got your back, and I'll help you again. Take care, and have a great weekend.

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