emails

Thank you for reaching out to us, AR08.

I'll be glad to help you with sending email invoices.

To clarify, did you receive any error messages when trying to send those invoices? Also, may I know what's your email provider? Any additional details will be much appreciated.

Let's perform some troubleshooting steps that can help us isolate this. To start off, make sure that your QBDT is updated to the latest version. Here's how:

1.  Go to the Help menu
2. Select the Update QuickBooks Desktop on the drop-down.
3. Go to the Options tab.
4. Click Mark All, then Save.
5. Click Update Now.
6. Select the Reset Update tab.
7. Click Get Updates.

Once done, kindly close and reopen QuickBooks Desktop. For more details, you can also check this article: Update QuickBooks Desktop to the latest release.

 Create a test invoice and resend it to your email to double-check. If the issue persists, check out this article for further guidance: Connect your email to QuickBooks Desktop

You can also check on this article: Fix Error: Could not connect to the email server for more information about emailing invoices.

We're always here in the Community to help if you have other questions related to Emailing invoices in QuickBooks. Stay safe!

Hi, thank you.  No error messages and we use Outlook.  I've done the update but still not working. Very strange as on our other Pc it works fine.

Thanks for getting back here in the thread, @AR08. Now that I'm here. Let's work this out so you can get through this and see the additional text when receiving the emailed form from QuickBooks Desktop (QBDT).

You can run QuickBooks Tools Hub to ensure this isn't a data issue in your company file. I'll gladly input the steps below so you can proceed. To begin, download QuickBooks Tool Hub. Here's how:

1. Close QuickBooks.
2. Download the most recent version (1.4.0.0) of the QuickBooks Tool Hub. Save the file somewhere you can easily find it (like your Downloads folder or your Windows desktop). However, If you've already installed Tool Hub before, selecting the Home tab lets you find out which version you're using. The version will be displayed on the bottom right or you can select About to view the version.
3. Open the file you downloaded (QuickBooksToolHub.exe).
4. Follow the on-screen steps to install and agree to the terms and conditions.
5. After the installation, double-click the icon on your Windows desktop to open the tool hub.

If you're unable to locate the icon on your desktop, you can search for QuickBooks Tool Hub in your Windows button. 

You'll then run the Quick Fix my Program from the Tools Hub to begin repairing your program. Please be aware that this shuts down any open background processes. Here's how:

1. In the QuickBooks Tools Hub, select Program Problems.
2. Select Quick Fix my Program.
3. Start QuickBooks Desktop and open your data file.

Once done, you'll want to access the template and edit it again. You can also create a dummy invoice and then send it to yourself to see if it works. If the issue persists, you can delete and recreate the template.

In addition, I've got you this article about fixing custom email template in QBDT: Fix custom email template issues in QuickBooks Desktop.

@AR08, don't hesitate to get back to me if you need further assistance with this. You can also post here again if you have any additional QuickBooks-related concerns. I'll be more than happy to help you out again. Take care, and have a nice day!

Thank you but still not working, what a nightmare!

Hi there, AR08.

Let me provide another solution so your receiver can see the additional text when sending forms in QuickBooks Desktop (QBDT).

If you're using the Inset Field to put a dynamic data field, make sure they match the prefilled options. These use real data from the form, like the customer name or due date, to fill out the field.

If you're getting the same results, I'll let you contact our QuickBooks Desktop Live Team. That way, they can do screen sharing with you and check what's causing the text not to appear on the receiver's end.

You can get a call or chat from us. 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, click Continue, 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, then Continue.
7. Select to chat with us or Have us call you.

And, in case your emails aren't using your new template, here's how to fix it: Learn what to do if emails aren't using a template you created.

Get back to me on how the contact goes or leave a comment below if you have additional questions. I'm always around to help you.

Is there a coding guide in which we can customize or add more dynamic fields to an email? The prefilled fields are limited

Thank you for joining the thread, @Knels,

I understand the importance of adding a more dynamic field to an email in QuickBooks Desktop (QBDT). Let me share an insight about this feature you want to have in your QuickBooks account.

Currently, the feature to customize or add more dynamic fields to an email is unavailable. For now, I recommend sending feedback. Your feedback will help us improve your QBO experience and will be shared with our Product Development Team.

Here's how:

1. Select the Help option.
2. Select the Send Feedback Online option.
3. Select the Product Suggestion option. A pop-up window displays.
4. Enter your comments or feedback suggestions.
5. Click the Send Feedback button.

For more details about the feedback process, you can check this article:  Submit feedback.

I will also include a helpful article that guides you to customize form templates: Use and customize form templates.

Please feel free to drop a comment below, if you have further concerns about the template or other QBDT-related concerns. I will answer them in any possible way.