cancel
Showing results for 
Search instead for 
Did you mean: 
laura227
Level 1

Quickbooks desktop - reversing edited emailed invoice "blurb"

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?

5 Comments
Joesem M
QuickBooks Team

Quickbooks desktop - reversing edited emailed invoice "blurb"

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:

 

  1. In your QuickBooks Desktop, go to the Edit menu, then select Preferences.
  2. Click Send Forms and go to the Company Preferences tab.
  3. Click the Edit button and click Save.

Capture.PNG Capture.PNG

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:

 

  1. In QuickBooks Desktop go to the Window tab and select Close All to close all opened windows.
  2. Then, go to the File menu and choose Utilities
  3. Click Verify Data.  
  4. Fix any error message if it says "Your data has lost integrity", continue to Rebuild Data.
  5. Navigate to the File menu, pick Utilities, then click Rebuild Data
  6. Confirm to back up your company file. 
  7. Choose where you want to save your backup, then tap OK.
  8. Wait until the backup is finished so the Rebuild Data utility tool starts. 
  9. Hit OK if Rebuild has completed

 

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.

laura227
Level 1

Quickbooks desktop - reversing edited emailed invoice "blurb"

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.

AlexV
QuickBooks Team

Quickbooks desktop - reversing edited emailed invoice "blurb"

Hi laura227!

 

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.

  1. Select QuickBooks Desktop Help from the Help menu.
  2. On the pop-up, click the Contact us link.
  3. Enter "Edit Invoice Email", then Search. Choose how to connect with them.

 

For more tips on using QuickBooks Desktop, go to this page: QBDT Articles.

 

Keep on posting here if you have more concerns. Take care!

RAL2
Level 2

Quickbooks desktop - reversing edited emailed invoice "blurb"

We are having the same issue as are many others. See Reddit forum below:

https://www.reddit.com/r/QuickBooks/comments/muro0i/strange_email_issue_reverts_back_to_template/

joe8888
Level 1

Quickbooks desktop - reversing edited emailed invoice "blurb"

Has anyone had any response from Intuit as to when this should be fixed, we have a client running Enterprise 20 r11 with what appears to be the same issue?

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us