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When emailing a form from QB, if I add in additional text it is not showing at the receiving end, only the template text set up?
Thank you for reaching out to us, AR08.
I'll be glad to help you with sending email invoices.
To clarify, did you receive any error messages when trying to send those invoices? Also, may I know what's your email provider? Any additional details will be much appreciated.
Let's perform some troubleshooting steps that can help us isolate this. To start off, make sure that your QBDT is updated to the latest version. Here's how:
Once done, kindly close and reopen QuickBooks Desktop. For more details, you can also check this article: Update QuickBooks Desktop to the latest release.
Create a test invoice and resend it to your email to double-check. If the issue persists, check out this article for further guidance: Connect your email to QuickBooks Desktop
You can also check on this article: Fix Error: Could not connect to the email server for more information about emailing invoices.
We're always here in the Community to help if you have other questions related to Emailing invoices in QuickBooks. Stay safe!
Hi, thank you. No error messages and we use Outlook. I've done the update but still not working. Very strange as on our other Pc it works fine.
Thanks for getting back here in the thread, @AR08. Now that I'm here. Let's work this out so you can get through this and see the additional text when receiving the emailed form from QuickBooks Desktop (QBDT).
You can run QuickBooks Tools Hub to ensure this isn't a data issue in your company file. I'll gladly input the steps below so you can proceed. To begin, download QuickBooks Tool Hub. Here's how:
If you're unable to locate the icon on your desktop, you can search for QuickBooks Tool Hub in your Windows button.
You'll then run the Quick Fix my Program from the Tools Hub to begin repairing your program. Please be aware that this shuts down any open background processes. Here's how:
Once done, you'll want to access the template and edit it again. You can also create a dummy invoice and then send it to yourself to see if it works. If the issue persists, you can delete and recreate the template.
In addition, I've got you this article about fixing custom email template in QBDT: Fix custom email template issues in QuickBooks Desktop.
@AR08, don't hesitate to get back to me if you need further assistance with this. You can also post here again if you have any additional QuickBooks-related concerns. I'll be more than happy to help you out again. Take care, and have a nice day!
Thank you but still not working, what a nightmare!
Hi there, AR08.
Let me provide another solution so your receiver can see the additional text when sending forms in QuickBooks Desktop (QBDT).
If you're using the Inset Field to put a dynamic data field, make sure they match the prefilled options. These use real data from the form, like the customer name or due date, to fill out the field.
If you're getting the same results, I'll let you contact our QuickBooks Desktop Live Team. That way, they can do screen sharing with you and check what's causing the text not to appear on the receiver's end.
You can get a call or chat from us. Here's how:
And, in case your emails aren't using your new template, here's how to fix it: Learn what to do if emails aren't using a template you created.
Get back to me on how the contact goes or leave a comment below if you have additional questions. I'm always around to help you.
Is there a coding guide in which we can customize or add more dynamic fields to an email? The prefilled fields are limited
Thank you for joining the thread, @Knels,
I understand the importance of adding a more dynamic field to an email in QuickBooks Desktop (QBDT). Let me share an insight about this feature you want to have in your QuickBooks account.
Currently, the feature to customize or add more dynamic fields to an email is unavailable. For now, I recommend sending feedback. Your feedback will help us improve your QBO experience and will be shared with our Product Development Team.
Here's how:
For more details about the feedback process, you can check this article: Submit feedback.
I will also include a helpful article that guides you to customize form templates: Use and customize form templates.
Please feel free to drop a comment below, if you have further concerns about the template or other QBDT-related concerns. I will answer them in any possible way.
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