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I have found how you customize the email template, but how do you add an image [company logo] to the signature information? Prior to the update, I could just add my customized signature with logo.
Thanks!
Hello there, @agm2.
Glad to know that you already found out how to customize email template in QuickBooks. Let me help share information on how to add a customized signature with a logo. I'll show you how:
First, we'll have to create an electronic signature.
Also, for the signature to print correctly, make sure the image has an 11:3 aspect ratio (11 width and 3 height) to fit into a 2-3/4 inch wide by 3/4 inch tall area with no space around it.
You can look for the option in your scanner's settings to change the aspect ratio to 2.75 x .75, or to select only the part of the page to scan. It will come up as a little box that you can move and resize the signature block.
Once you've followed the proper aspect ratio, the system should place it above the signature line.
For your reference, please take a look at this article: Create and use an electronic signature for checks and paychecks.
Lastly, I've got you these helpful articles for ideas about how you can manage your templates in QuickBooks:
Should you have any follow-up questions or any questions about QuickBooks, feel free to leave a comment below. I'm always here to help you out. Take care!
I appreciate your quick reply. However, I did not communicate well. I want the logo/signature on the email that goes out with an invoice. Not on the invoice, but the email. Previously, when you emailed an invoice, it would open my outlook, and could just add my signature with logo on the message. Now, you have to create the outgoing email message in Quickbooks. Let me know if possible to add in the "email template".
Thanks!
deleted [duplicate reply].
First, sorry if this is a duplicate reply. For some reason, do not see my 2 previous replies now.
Thank you for your quick response! However, I did not communicate well. Previously, when I emailed an invoice from Quickbooks, it would open Outlook and I could add my logo/signature. Now, to email invoice from Quickbooks, you need to set up an "email template" for the outgoing message [no longer opens Outlook prior to sending]. How do you add logo/signature info to the "email template" [outgoing message]?
Thanks!
Thanks for the details, @agm2.
I'll share with you the fields that are only available in QuickBooks. Below are the lists of fields that you can add when doing outgoing messages.
Let's go to your Preferences to see these fields. Here's how:
After adding fields, you're now able to view them when sending out emailed invoices.
You might also want to check out this link to guide you on how to reauthorize QBDT to keep using Gmail.
I'll be right here if you still have questions or concerns. Just drop them in the reply section below and I'll be happy to answer them for you. Have a great weekend.
Yes, I'm aware of what you can add. So the answer to my question seems to be that you can't add an image or company logo. Disappointed that the update does not include the capabilities the previous version had :(. I now send manually.
Thanks!
I have been trying to do this. I'm guessing that it isn't possible. :(:
Since, they never really answered your question... I can tell you that the only way I was able to do this, was use outlook and have my gmail open and when the 'email to send' pops up in outlook I copy and past my logo from my personalized signature in Gmail. Otherwise, I can not see at all where I can add the logo to the signature line, which has you said is very disappointing to say the least.
Sigsync Office 365 Email Signatures is a Microsoft approved highly secure cloud-based email signature management solution that lets you to centrally manage email signatures and disclaimers for all users in your Office 365 (Microsoft 365) tenant. It is a cost effective and easy to set up service that works with all email clients and mobile devices.
Sigsync Office 365 Email Signatures is a Microsoft approved highly secure cloud-based email signature management solution that lets you to centrally manage email signatures and disclaimers for all users in your Office 365 (Microsoft 365) tenant. It is a cost effective and easy to set up service that works with all email clients and mobile devices.
First, we are not talking about a written signature or an electronic signature. We are using the Outlook term "Signature" to mean our "signoff" on the Outlook message accompanying the Quickbooks document. Mine looks much like a business card, and includes my photograph. Our customers see that sign-off message on all our Outlook communications except for those accompanying documents using the Quickbooks e-mail feature. I don't use the e-mail feature for that reason. I save my Invoices as pdf's and then open Outlook and attach the pdf's to my own message that will include my signature. It is an extra couple steps, but I think the end result is more professional.
Please, Quickbooks, can't you allow us to use the same signature we use on other Outlook documents, including logos and photo's.???????
Hey there, RonR1.
Thanks for joining this thread.
At this time there isn't a way to add an email signature for emails sent through your Desktop account other than the workaround you described. I can certainly see how having this ability would be useful to you and many others. I recommend submitting feedback to the Product Development Team for review. Once you've done that, keep any eye out for update notifications in your email where this may be included in the future.
Here's how to get your feedback sent:
1. Click the Help tab at the top of the page inside QuickBooks.
2. Select Send Feedback Online.
3. Choose Product Suggestion to get it entered.
Please don't hesitate to reach back out if you have any other questions. I'll be here to help in any way that I can.
Does anyone know if this was ever fixed? It would really make much easier.
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