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Tiv
Level 2

How do I edit the e-mail message on customer's statements in QB Premier Plus Edition 2021?

We're using QB Premier Plus Edition 2021.

 

Twice a month, I send out statements. I use the e-mail message currently in the Statement program for the statements sent out at the end of the month. Mid-month, I send out a statement that is basically asking for our customers to check their records as opposed to asking for payment, see if our records match, contact us if they need an invoice, etc.

 

The mid-month statement requires a different e-mail message. I usually type it in for each statement. How do I set up a template for the e-mail for the mid-month statements?

Solved
Best answer February 15, 2021

Best Answers
MaryLurleenM
Moderator

How do I edit the e-mail message on customer's statements in QB Premier Plus Edition 2021?

That's a great idea, Tiv.

 

You're unable to create a template where you can choose to send when needed. You'll have to manually add the messages when sending the statements.

 

Check out this article for future reference: Email sales forms in QuickBooks Desktop.

 

Keep me posted if you need anything else in QuickBooks Desktop.

View solution in original post

3 Comments 3
Charies_M
Moderator

How do I edit the e-mail message on customer's statements in QB Premier Plus Edition 2021?

Thanks for coming here, Tiv.

 

In QuickBooks Desktop (QBDT), you can add multiple emails but can only use one default when sending transactions like statements. Thus, you can change the default email during the mid-month when sending out statements.

 

Here's how to add an email for sending sales transactions:

 

  1. Go to the Edit menu, select Preferences.
  2. From the My Preferences tabclick Send Forms.
  3. Select WebMail and click Add.
  4. Choose your provider from the drop-down and enter your email address.
  5. Ensure that the Use Enhanced Security checkbox is checked.
  6. Click OK.
  7. When prompted, sign in to your Intuit account.

To learn more about connecting your email to QuickBooks, here's an article made handy for you: Connect your email to QuickBooks Desktop.

 

Just in case you run into a connection error to your email server, these articles would be a great help:

Also, you can check out this reference for a complete guide on the whole process of Reauthorizing QuickBooks Desktop to keep using Gmail.
 

Be sure to get back to me if you have follow-up questions by leaving a reply below. I'm always happy to help. Have a good day!

Tiv
Level 2

How do I edit the e-mail message on customer's statements in QB Premier Plus Edition 2021?

Actually, I'm trying to add an additional e-mail message. I thought there'd be a place where I could create a template and choose it during my mid-month statements.

MaryLurleenM
Moderator

How do I edit the e-mail message on customer's statements in QB Premier Plus Edition 2021?

That's a great idea, Tiv.

 

You're unable to create a template where you can choose to send when needed. You'll have to manually add the messages when sending the statements.

 

Check out this article for future reference: Email sales forms in QuickBooks Desktop.

 

Keep me posted if you need anything else in QuickBooks Desktop.

View solution in original post

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