I have a standard blurb I use when emailing invoices to clients that I often edit. I have always been able to make edits when I send my email thru outlook. Now quickbooks seems to be over-riding my edits and changing it back to the default blurb.
How to I stop that from happening?
Thank you for taking the time to post your concern in the Community space, @laura227.
You can modify the template you're using and make some changes from there. Just make sure that you click the default button upon the changes.
Before doing so, you'll have to make sure that your QBDT is updated to the latest version. For more information, you can also check out this article: Update to the latest release of QuickBooks Desktop.
Here's how to modify your template:
For more details, on how to personalize your invoice, you can check out this article for the detailed steps and information: Use and customize form templates.
However, if the issue persists, let's run the verify rebuild tool to fix this unexpected behavior and ensure that the company file is error-free. Follow along below to get it done right away:
For more details about the process, please see this article: Verify and Rebuild Data in QuickBooks Desktop.
After that, create a test invoice and resend it to your email to double-check. If the issue persists, check out these articles for further guidance:
Please let me know how it goes by clicking the Reply button below. I'll be here to keep helping if you have further questions about editing emailed invoice or any other concerns with QuickBooks.
I want to make a one time edit; not a permanent edit to the template.
I may like to include the date of the next time we will be on site, remind them of a past due invoice, or just personalize the one email I am sending out. I have always done this - qb is linked to outlook, I edit the email in outlook and hit send. Now when i hit send my edits disappear and the standard template replaced it without warnings, notifications, or anything. I have always made edits to my emails. This is a new problem with QB.
I understand that you need to edit the invoice before sending it. Let me share some details about it.
The steps shared by my colleague should fix unusual behavior in QuickBooks Desktop. Since the same thing happens, I suggest reaching out to our Support Team. They can take a look at it and see what's causing this issue.
For more tips on using QuickBooks Desktop, go to this page: QBDT Articles.
Keep on posting here if you have more concerns. Take care!