Update statement email templet

Welcome to the Community space, Mayer F. I can see how convenient it is to have the ability to have the option to update the default email template of your statements. Let me share some information about this query.

At this time, there are a few customization choices for statements in QuickBooks Online (QBO). Here's how:

1. Go to Settings and select Account and settings.
2. Pick the Sales tab and go to the Statements section.
3. Click Edit, and choose List each transaction as a single line or List each transaction including all detail lines.
4. Select the Show aging table at bottom of statement option.
5. Tap Save and Done.
   

However, the option is currently unavailable if you require further customization options for your default statement template. That said, I encourage you to submit feature requests to our Product Development Team. Rest assured that they will review and consider it for future updates, depending on the number of users' requests. Here's how:

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Enter your comments or product suggestions.
4. Then select Next to submit feedback.

Additionally, you can check out this article to review the recorded transactions and their statuses in the Sales menu: View sales transactions in QuickBooks Online.

Please keep me posted if you still have questions or concerns about managing your customer statements in QBO. I'll be here to lend a helping hand. Stay safe.

Thank you for the information, 

What I need changed is in the signature of the default email it has the company name and we changed our company name recently, and I even updated in quickbooks put for som reasons in the statement email its still showing old company name. 

Is there a way to reset this?

Thanks for getting back to the thread, Mayer. I'd be pleased to walk you through the steps of changing the signature of your default email in QuickBooks Online (QBO).

Here are the steps to modify the company name on your standard default template, which represents all your forms:

1. Click the Gear icon, then choose Custom form styles under YOUR COMPANY.

2. Locate your default form type. Hit the Edit dropdown button.

3. Select the Content tab.

4. On the Header section, click on the Pencil icon.

5. Update the business name.

Altering the look and structure of sales documents is an easy and impactful method to improve your business correspondence. For more guidance, refer to this resource:  Customize invoices, estimates, and sales receipts in QuickBooks Online.

You can also make recurring templates to automatically create invoices, expenses, and other tasks you do regularly.

Kindly reach out again if you require additional help customizing your sales forms. I'm available 24/7 and eager to assist you further. Have a great day!

Thank you, I checked, and it is updated to my new company name, and still, when im sending statements, the old company name is in the signature.

THank you for your help 

I appreciate that you've performed the suggested steps by my colleagues, @Mayer. Let me join this conversation and add further details.

The company name displayed on the emailed statement is based on the entered information in the Company name field from the Account and settings page. I suggest verifying this field and checking statement message details in the Sales settings tab to ensure the updated name is displayed. If applicable, make the necessary changes.

Next, I recommend performing browser troubleshooting steps if QuickBooks Online (QBO) still sends statements with the old info after verification, as this can be a browser-related issue. To do this, we'll have to open your QBO account from your browser's incognito mode and then check for changes.

Incognito Mode:

• For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Shift + N

If this works, you may return to your default browser and clear its cache or use a different supported browser. 

I'm also adding this article about personalizing and adding specific info to your sales forms for future reference: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

As always, we're here in the Community should you have updates about your concern on sending statements with updated company information. Take care.

Hi, @AlverMarkT. Thank you,

I confirmed that the company information is updated with the new company name and checked in incognito mode, and only the statement template still shows the old company name.

I appreciate you getting back to us, @Mayer F. I'll put you in touch with the best help available so your customer statements will show the updated company name in QuickBooks Online (QBO).

Since the issue persists after performing the suggested troubleshooting steps above, I suggest reaching out to our customer support team. They are equipped with tools that will further determine the root cause of the issue and walk you through the resolution. They may also open an investigation if necessary. To do that:

1. Go to the Help icon and choose the Search tab.
2. Select Contact Us.
3. Describe your concern and select Continue.
4. Choose between Chat with us and Have us call you.

Furthermore, obtaining an overview of your sales is a breeze when you run and customize reports in QBO. This practice ensures you have updated information about your business, which is necessary when making relevant decisions.

Feel free to swing by the Community if you have additional queries concerning customer statements. I'll get in touch right away to answer them for you. Stay safe, and have a good one.