cancel
Showing results for 
Search instead for 
Did you mean: 
zamboknee
Level 2

Changing email templates

Mac desktop version (QB 2020, version 19)

 

How do I change the email template? Can I have a template that's different between each customer?

Thanks,

2 Comments 2
GlinetteC
Moderator

Changing email templates

I've got the steps you'll need to change the email templates in QuickBooks Desktop for Mac, zamboknee.

 

You can use the Layout Designer to customize forms in QBDT for Mac. It is a built-in feature that launches when you open or edits a template in the form window. 

 

Here's how:

 

  1. Look for the Current Template list at the top of a form.
  2. Choose an existing template and select Edit Current Template, or choose New Template.
  3. Make your changes, and select File, then Save or File.
  4. To save your template, select Save as.

Here's an article specifically for QBDT for Mac that will help you create templates and use the Layout Designer to customize forms: Use form templates in QuickBooks Desktop for Mac.

 

Let me know if you need further assistance. I'd be glad to help.

IntuitBrooks
Level 9

Changing email templates

Email templates shipped in QB Mac 2021

 

https://youtu.be/oqx5WIj87qo

Have questions? Visit QuickBooks support: https://quickbooks.intuit.com/learn-support/quickbooks-q-a/misc/03/quickbooks-questions-us?label=QuickBooks%20Desktop%20for%20Mac #QuickBooksDesktopMac2021 #QuickBooksDesktopMac #QuickBooks
Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us