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sstiening
Level 2

Emailing invoices NOT saving changes to text in the body of the email

@JessT  The workaround only worked for me.  We attempted this with my other user and he is still unable to get the changes to save.  He is currently sending things to himself on his Outlook e-mail, making changes, then sending the invoice to the client from there.  This is not a long term, viable option.  Please let me know if we can open a ticket.  Obviously I am not the only one with this issue.

 

Thank You

JamaicaA
QuickBooks Team

Emailing invoices NOT saving changes to text in the body of the email

I appreciate your patience while dealing with this, @sstiening. I have the steps that will help you work together with our team to open a new ticket.

 

As mentioned above, the investigation about the changes to the email body has been closed and resolved. Since your other users are still having issues, I highly recommend reaching out to our Support Team again. This way, they can look into your account further and create a new ticket if necessary.

 

Here’s how:

 

  1. Within your QuickBooks Company file, select QuickBooks Desktop Help from the Help menu. 
  2. You can also press F1 on your keyboard to bring up the same Help panel. 
  3. Enter your concern.
  4. Click Continue.

https://lithium-response-prod.s3.us-west-2.amazonaws.com/intuit.response.lithium.com/RESPONSEIMAGE/dea24bd0-9edb-43e6-9b82-fd98c923e57e.default.png

 

I've added an article that will help you personalize template forms like invoices, sales receipts, estimates, statements, and purchase orders to match your business needs: Use and customize form templates.

 

Feel free to check out the topics on this website for tips and references when navigating your account: QuickBooks Desktop Help. This will help you manage your income, expenses, banking, inventory, and run reports.

 

Drop me a comment below if you have any other questions related to your invoices. I'll be happy to help you more. Stay safe.

Level10
Level 1

Emailing invoices NOT saving changes to text in the body of the email

Another workaround is just before hitting send on the email.  Click "Format Text" at the top of your email and choose "Plain Text".  Then send. 

AlcaeusF
Moderator

Emailing invoices NOT saving changes to text in the body of the email

Hello Level10,

 

I have reviewed the solution, and it's correct and accurate. Thank you for sharing your input to help address the issue.

 

We love to see members supporting one another! Have a great day. 

Epic22
Level 1

Emailing invoices NOT saving changes to text in the body of the email

they did not fix the issue. I spent 1 hour on support chat and all they did was send me links on how to reset my password, change my template and then send me the support page link which I sent to them to show them the reoccurring issues others are having as well. But first they tried to sell me upgraded versions as well as payroll services. Lost cause. Not just to I have to double edit but I also have to save draft and then send from a mobile device because otherwise it double sends all invoice emails and customers get upset

Epic22
Level 1

Emailing invoices NOT saving changes to text in the body of the email

This is not considered solved. This is a workaround. If we started taking snapshots of our screens and sending from a different device would that be considered "solved". 

Why not agree that there is an issue instead of closing it out and then the problem doesn't get addressed?

6009
Level 2

Emailing invoices NOT saving changes to text in the body of the email

QB Support - using Webmail is not a solution.  We want to use Outlook and just like many other users have complained on this thread for over a year.  Something has changed in QB code and should be tracked down and resolved.  Since you yourself probably do not use the QB software for your job you do not realize how important it is to edit QB emails before sending.  Therefore, you also do not understand how frustrating it is to read the issue has been resolved - when it has not been resolved.

6009
Level 2

Emailing invoices NOT saving changes to text in the body of the email

QB Support - using Webmail is not a solution.  We want to use Outlook and just like many other users have complained on this thread for over a year.  Something has changed in QB code and should be tracked down and resolved.  Since you yourself probably do not use the QB software for your job you do not realize how important it is to edit QB emails before sending.  Therefore, you also do not understand how frustrating it is to read the issue has been resolved - when it has not been resolved.

6009
Level 2

Emailing invoices NOT saving changes to text in the body of the email

Thanks.  But the real problem is that QuickBooks does not acknowledge that there is a problem.  

MirriamM
Moderator

Emailing invoices NOT saving changes to text in the body of the email

I appreciate your feedback regarding your experience when using QuickBooks, @6009. And I know the importance of sending an email via Outlook instead of webmail.

 

Since you're still having an issue with this, I suggest contacting our Customer Care Team. They can provide in-depth troubleshooting steps to get this fix and open an investigation ticket if other users are experiencing the same.  

 

To reach them, here's how:

 

  1. On your QuickBooks account, go to the Help menu at the top.
  2. Select QuickBooks Desktop Help
  3. Choose Contact Us
  4. Enter the issue or topic in the field box. 
  5. Follow the onscreen instructions.

 

You can also check out this link for more information on contacting them: Contact QuickBooks Desktop support. Ensure to review their support hours to know when agents are available.

 

Drop me a comment below if you have any other concerns about emailing the invoice. I'll be happy to help you some more.

Dan Downs
Level 2

Emailing invoices NOT saving changes to text in the body of the email

I was able to get this to work but I didn't have a "Save" button on my Outlook message ribbon toolbar.  It was pretty easy to add and here's how I did it.  I right clicked on an empty space in the ribbon bar with all of the commands and selected "Customize the Ribbon".  A Box opened up, I then clicked on "New Group" in the lower right corner, made sure the new group I created was highlighted, went to the menu on the left and highlighted "Save As".  I then clicked the "Add" button in between the two lists and Outlook added "Save as" to the new group.  I then clicked OK in the lower right corner and it added a "Save As" button to the top command ribbon in the message bar.  Hope this helps.

6009
Level 2

Emailing invoices NOT saving changes to text in the body of the email

I followed your advice and contacted support (again).  This was NO HELP.  They sent me several correction suggestions but nothing that corrected the problem.  They were so cheery and glad they would be sending me links to correct the problem and kept repeating this over and over.  Total failure.

Dan Downs
Level 2

Emailing invoices NOT saving changes to text in the body of the email

Yeah, same here.  Lots of useless suggestions from Quickbooks support.  It's something in the program that they need to fix and who knows when that will happen.  The best workaround posted so far is to save the email, close it in both Outlook and Quickbooks and then reopen the saved email and make necessary edits and send to customer.  I'm not holding my breath that they will fix this any time soon, just grateful there is a workaround that isn't too difficult and does what I need it to do.  Good luck to you.

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