Running Office 2019 on Windows 10 Pro version 2009. Getting the same issue. Already tried making another local profile.

Hello _Al_!

Thanks for joining us here. I understand that you need to edit the email template before sending the invoices. Allow me to help you.

If you're using Outlook, the edits and sending of emails are all happening in Outlook. That means QuickBooks Desktop does not have any control over it.

As a workaround, you'll want to set up and use webmail instead. Check this link and proceed to the Set up your secure webmail to work with QuickBooks section: Connect your email to QuickBooks Desktop.

In addition, I've added this article if you'll want to customize your sales forms: Use and customize form templates.

Leave a comment again here if you need more assistance. Take care!

READ THE POSTS BEFORE BOILER PLATE ANSWERS 

We're having the same problem with Purchase Orders emailed out of QuickBooks through Outlook.

We have always been able to customize the PO email before sending in order to add specific order information and were still able to do this as recently as Saturday (SEP 25).  However, this morning QB will not allow modification of email.

This is a REAL problem since each PO email will contain different information depending on items ordered and vendor.

I'll add a few details, Rbuckman.

As of now, you'll want to follow the recommendation of AlexV since we're unable to control any edits happening in Outlook. You can set up Webmail instead.

On the other hand, you can reach out to Outlook support. They can assist you with editing the PO email.
 

We're available 24/7 if you have other concerns. Don't hesitate to reach out to us again. Take care!

Is there any possibility that QB can take ownership of the obvious problem and lobby Microsoft on their users behalf 

I'm sure they have far more technical insight of the problem, and the capability to debug along side Microsoft Outlook technical personnel.

This solution has no value unless every email contains the same information, which they do not.  There is no way to reference associated Purchase Order numbers, Quote numbers, or specific terms unless we are able to modify the email before sending.  This bug makes QuickBooks even less of a viable solution than it was before, which is really saying something.  Time to look for alternatives.

I don't think they will take any ownership.  It's always the same type of answer with Intuit QuickBooks.  It's time to look for alternative solutions.

I am also having this same problem on my 2020 QuickBooks Desktop Pro since September 23rd.

I am the only user on this software and I am using Outlook for Office16.

Every time I email a customer an invoice, if I make changes to the body of the email the changes do not remain and only the standard email greeting template is sent. Only changes to the Subject Line of the email are sent.

I now have to email the customers invoice to myself, forward the message, enter the customers email address, make the changes to the body of the standard email template including erasing the sent and forward email time stamps, just so the customer can receive a more professional and personalize emailed invoice.

This is a HUGE inconvenience and very time consuming as our company emails multiple customer invoices including invoice updates per day.

Is there a resolution to this bug glitch yet?  I have been watching this thread all week.

Thank you NVillar. That has saved me a ton of time. I was just sending the customers invoice to myself, copying the customers email address in a forward and then making the changes to the email body. That was very time consuming. 

I did your work around in a test email and it worked great.

Another workaround I found within desktop premier is to check the box on the invoice or estimate which says "email later" and then save it. Next go under "file" then choose "send forms". For some reason the edited template is able to be sent this way 

I am having the same issue I posted 6 months ago---again.  When I edit emails to go out from Quickbooks before sending them, it won't keep the edits and just sends the default text to my customers.  I thought it was fixed until yesterday when a customer replied to my email.  I notices that none of my customized text had saved.  Completely frustrating.  I already know the work around for this.  But it's 2 or 3 extra steps and takes more time for each invoice I send.  I have to edit the email by saving it and bringing it into drafts through Outlook.  I thought an update fixed this problem, but it is now happening again.  Super frustrating.

We recently started seeing a VERY similar issue with general (not Quickbooks) email templates we use in our Contact Center.  All of the template emails were saved as UNICODE templates and users that were filling in the blanks on the templates found that the entire email sent as JUST the template with no custom information on it.  When our Quickbooks user contacted me about two weeks later with this very issue, but in Quickbooks, it seemed to match up.  Our Network Logical team had recently done an update to the email system (I'm not aware of what the update was), an update that may have also been done by many other companies.  When our Microsoft rep was asked about the unicode email templates, the response was that they "no longer support the use of unicode email templates".  I'm just guessing here, but I suspect that Quickbooks is storing the templates as unicode and outlook no longer likes those unicode templates for some reason.

This just started happening to me Sept 17, after a Windows update that morning.  (I just discovered the coincidental dates today)  Am hoping knowing this Microsoft and QB can work together to solve this time consuming problem.  Inv-58175.  Microsoft update 2021-09 Version 20H2 for x64-based systems KB5005565.

Hi Brenda,

The easiest workaround I found is the following:

In Outlook - File - Account settings - Highlight your email account from the list and select Change.

Uncheck the box "use cached exchange mode to download email to an outlook data file"

Restart Outlook and all email messages sent from QuickBooks going forward retain your customization.

Hope this helps for the interim :)

We don't want workarounds. We want a solution that allows us to send invoices through Outlook that retain any customized text changes (like we used to be able to do!) instead of stripping it all and sending the generic invoice template. You've known about this problem for months yet you offer nothing except clumsy workarounds and replies like "We're aware of the problem and we're working on it." I don't believe that, and neither do most people on this thread.

I could not agree more! Such BS answers from QB "tech support" which I suspect are just bots or canned answers always copy pasted. 

I have QB desktop, both 2019 and 2021. I can edit the email message when sending an invoice using an email template and it works just fine. Just tested it right now. The edit actually appeared in the sent email.

Perhaps I don't understand what you mean.

I have same problem here.  Very frustrating!  I also reached out to Outlook 365.  Nothing yet...

Same issue here.  Mine just happened in Sept 2021.  Also reached out to Microsoft as it was after an update that I noticed it.

I agree.  I noticed mine around September 15-20 as well.

RAL2, you are a genius!  Shout it from the rooftops!  Thanks ever so much!

Come on QB you guys owe RAL2!

All pretty academic here in the UK 

Quickbooks Desktop DISCONTINUED 

Hello,

I created this account for the sole purpose of posting my solution, as the workarounds are not acceptable solutions on a long term basis. I hope this helps someone:

+ Close Outlook, MS Word and Quickbooks

+ Browse to this location: C:\Users\%username%\AppData\Roaming\Microsoft\Templates (drive letter may be different if your windows is on a different partition)

+ Delete the normal.dotm and normalemail.dotm files. (The normal.dotm and normalemail.dotm files will get created automatically the next time you launch Word).

+ Relaunch Word and Outlook. Then relaunch Quickbooks.

+ Send a test email from Quickbooks to yourself (change the email body) - to test the fix.

NOTE: If you use macros in Word, rather than deleting the files, move(cut-paste) the normal.dotm and normalemail.dotm file somewhere else - so you can restore if need be.