Let's sort out your default email concern, cbmattick.
First, here's how we can check your default email handling application:
- Select Apple Mail and Click Preferences.
- On the Preferences tab, hit General.
- Confirm what's your default email account.
Then, we can set up your chosen email provider and use it as the default. Here's how:
- Go to QuickBooks and click Preferences.
- Click the Email icon.
- On the For sending Emails section, choose Send using your Default Email handling application.
For more information about how to connect and track emails in QuickBooks Desktop for Mac, click this link.
Additionally, I'll add this article to help you create templates and use the Layout Designer to customize forms in QBDT for Mac: Customize form templates in QuickBooks Desktop for MAC.
Hit reply if you have further questions about managing your default email application. I'll be around to help. Take care!