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Buy now & saveWe want to add hyperlinks to the body of our email that goes out with the attached Invoice from QB Premier Desktop. We have tried adding links such as our company website, a Link for Google reviews etc., but the links always show up as plain text, and they are not clickable. We have went to "Company Preferences"--"Send Forms"--"My Preferences" and have made sure the "Use Plain Text" is unselected. I would think in todays day and age, we should be able to add our companies website at the bottom of the email body for our customers to easily click the link.
Welcome to the Community space, @Randy1998. I appreciate the steps you've performed to add hyperlinks to your email.
It is always our aim to develop relevant features that came from customer's feedback. Being able to add hyperlinks to your email that is attached to the invoices is beneficial for you and other users in QuickBooks.
While this option is unavailable, I suggest sending feedback straight to our product developers to be considered in the future. A suggestion like this helps us determine what enhancements and improvements are needed to make our product more effective and convenient to use.
Here's how to send feedback:
For now, I'd recommend visiting our Firm of the Future site to learn more about product enhancements and tips to efficiently manage your business.
Additionally, our Help Articles page is a self-service support center with hundreds of articles related to QuickBooks. Just make sure that the topic is set as "QuickBooks Desktop."
If you have other suggestions you want to pitch in or any questions with QuickBooks, please add a comment below. I'm always here to assist. Have a great day.
Seriously you can't add a link to your own companies website in the email? I find it hard to believe this is something overlooked by QB! Surly someone has found a work around for this.
I had a hyperlink saved into the body of our emails for Google Reviews. It worked great, then I stopped getting reviews, sent myself a cc of an invoice through QB and now it is just sending <> instead of the text I had in there. It worked for quite a long time and then suddenly stopped. I checked the email body and the text is still there. This is how the text is inserted, it's just regular text and I had a note to the customer to copy and paste this link into your search bar: https://cutt.ly/reviews-brightsolutionsohio Why does this no longer work?
Let me route you to the right support, @BRIGHTOHIO.
QuickBooks haven't changed when emailing invoices to customers particularly those including hyperlinks on the message body. To further investigate this matter, I would suggest contacting our Customer Support Team. They can create and send a report about this issue to our product engineers.
Here's how to reach them:
To ensure we assist you on time, the availability of support depends on which type of subscription you're using. You can check out this article for our contact information. Click on the QuickBooks Desktop drop-down to see the most updated support schedule: Support hours and types.
Also, you can create multiple templates for each transaction type. This will appear in the Company Preferences tab of the Send forms menu. Here's how:
For more details, click this article: Create custom email templates in QuickBooks Desktop.
I'm also adding this article to further guide you in managing the growth of your business using QBDT: QuickBooks Help Articles. It includes topics about data security, banking, and expenses, to name a few. You can click the + More topics button to view other selections.
I'm a comment away to help you with any QuickBooks concerns you may have. Just add the details below and I'll get back to you as fast as I can.
Shoot, I'm sorry. I am using Quickbooks Online. I should have noted that. Would that make a difference in how the text "https://...." is transmitted? It must recognize it as a link and turn it into these symbols <> that are being sent in place of. I attached photos, I have tried changing all of the sales-online delivery options.
Here is a photo of how is comes in.
I'll help you sort this out, @BRIGHTOHIO.
To help QuickBooks Online recognize it as a link, make sure to use the link for sharing. To get this kind of link, you can open it on a new tab and copy the working link.
Let me show you how:
Once done, you can include or paste this to the body of your invoice message and make sure there's a space in between the word/symbol and the link. This will work splendidly.
I've also added a great article that can help add more beauty to your invoices: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Please let me know if you have more questions about adding links and customizing your invoices. I'll be right here to help anytime. Stay safe!
Yes it would. They are two different products. Thanks for hijacking my post. lol
Quickbooks needs to fix this for Desktop. The hypertext works in online.
Post hijacking? Is there ettiquette for this type of thing? lol I can't keep up, just have to tip toe around these days...
Spent over 1 hour and the geniuses of customer service are no help. Hv anyone figured this out?
So, it is now 2024. Is this option still unavailable for Quickbooks Desktop? The website I tried to insert is still not an hyperlink.
Let me share some information regarding the availability of adding the hyperlink in QuickBooks Desktop (QBDT), S1n.
When creating an email template for your invoices and other transactions within Send Forms, direct pasting or inserting hyperlinks into the message field is currently unavailable. Therefore, I encourage you to submit your feedback to our development team so they are aware of your suggestion and may consider it in future updates. We sincerely appreciate your understanding and thank you for helping us enhance our services.
Here's how:
On the other hand, you can still attach the URL link so that the recipient can copy and paste it into their designated browser. If adding clickable hyperlinks is essential for your business needs, consider sending your invoices with an attached PDF where you can include hyperlinks in the document itself. You can do this by clicking Attach File within the transaction you want to create.
For now, I'd recommend visiting these sites to see any recent updates in QuickBooks:
Please feel free to notify us if you have further concerns regarding QBDT, S1n. We're still here to back you up.
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