Emailing forms with outlook

Good day, @DanC911.

Thank you for posting in the Community. Let me help you create and customize an email template.

You can customize a new email template and change the company's preferences so you can use any new template created.

Here's how you can do it:

1. Sign in to QuickBooks as an admin.
2. Go to File. Then select Switch to Single-User Mode.
3. Go to the Edit and select Preferences.
4. Select the Send forms and then the Company Preferences tab.
5. Select Email.
6. From the Email Templates drop-down menu, select a transaction type. 
7. Select Add Template.
8. Enter the template name and customize the subject line and body.
9. Select Insert Field.
10. Once done select Save. After you close the template, select OK in the Company Preferences tab.

Please feel free to read this article for the detailed steps: Create custom email templates in QuickBooks Desktop.

Let me know if I can be of any help. Have a great day!

Thanks for the reply but that is not the problem.  I click to email a form and an Outlook email window opens.  There I change the message to customize it for the customer.  When I click "send" the message that is sent is the template not the message I typed.  

QB started doing this a couple of days ago.  Did something change in QB or Outlook?  How do I fix this?

Thanks for getting back to us, @DanC911.

Allow me to chime in and share some troubleshooting steps on how to resolve the email template. This way, you can send your personalized message via email.

To get started, make sure to update the QuickBooks Desktop to have the latest version, and the software your using is up-to-date so you always have the latest features and fixes.

Then, let’s try running the Verify and Rebuild Data Utility Tool to resolve any data integrity issues on the company file. Always create a backup to avoid any accidental data loss before performing the following steps.

1. Go to the File menu.
2. Select Utilities, then Rebuild Data.
3. Click OK on the QuickBooks Information window. 
4. Follow the prompt to save a backup.
5. Hit OK when you see Rebuild has completed.

Once done, follow the steps above except select verify instead of rebuild. Check out this article for reference: Resolve data damage. In the same link, you’ll find other data damage troubleshooting steps for Windows.

Also, I'd suggest contacting Outlook Support Team and verify if they have ongoing issues about this. However, if they haven't, you can contact our Customer Support Team and report this matter. They have tools that can check your account securely and further investigate this matter. For detailed steps and support hours to contact them, click this article: Contact QuickBooks Desktop support.

Also, I'm adding these articles in case you encounter some issues upon sending some transactions:

• How to fix "Error: QuickBooks is unable to send your email to Outlook"
• Outlook is missing in QuickBooks Desktop Send Forms preferences

You can always find us here if have any other concerns or require additional assistance in completing your task with QuickBooks. The Community will always have your back.