Using Email Templates in Collection Center QB 2020

Hi there, @G-Over. 

Thank you for reaching out to the Community. 

To isolate this case we can perform some troubleshooting steps by performing Verify and Rebuild Data in QuickBooks Desktop. The damage can often be repaired by rebuilding/verifying which puts a list back to its default order.   

Here's how to run Verify Data utility:

1. Select File at the top and choose Utilities. 
2. Click Verify Data. 
3. If there are issues found, you’ll be prompted to Rebuild Now.     

Here’s how to run the Rebuild utility:  

1. Click the File tab at the top. 
2. Select Utilities from the drop down option. 
3. Choose Rebuild Data. 
4. Click Ok on Rebuild has completed.  

After verifying and rebuilding data, we can close and reopen your file after revamp it.

For additional information on this, I recommend the following article: Fix data damage on your QuickBooks Desktop company file

That should get you on the right track. Please let me know how that works. I'm here to provide any additional assistance if needed. Have a good one.

Hi  AileneA.  Thank you for your reply.  

I appreciate all your efforts in performing the basic troubleshooting steps provided by my colleague AileneA, G-Over.

Verifying and rebuilding the file is a good start to isolate the issue. Since there are still unresolved errors after rebuilding your data, I recommend giving our technical support a short call. This way, they can pull up your account in a secure session and conduct a series of tests to fix the issue.

Here's how to connect with us:

1. Open QuickBooks.
2. Select Help from the top menu bar.
3. Choose QuickBooks Desktop Help, then click Contact us.
4. Enter "Invoice templates don't populate the customer's information" in the description, then click Continue.
5. Choose the best support option for you.

Please check out our support hours and contact us at a time convenient to you.

I've added an article that will guide you in using and customizing form templates.

If you have any other concerns or further questions about form templates, don't hesitate to go back to this thread. I'll be right here to help you further.

I wanted to reiterate that I re-ran the "Verify Data" utility a second time after the first Rebuild that said there were errors present.  The current "Verify Data Report" says no errors present.   Do I still need to get on with Help Desk Support?  

Also you provided me a link...  an article that will guide you in using and customizing form templates.

This link is for "form templates" that include these Template Types:

• Invoice
• Credit Memo
• Sales Receipt
• Purchase Order 
• Statement
• Estimate
• Sales Order

It does not seem to cover the the email template for "Overdue Invoices" in the Edit / Preferences / Send Forms / Company Preferences window where I have selected "E-mail" and I have selected "Overdue Invoices" .  Basically the issue is with sending collection emails. 

The Templates your link refers to do not apply to my problem.

Thanks,

G-Over

Hello, @G-Over.

Thank you for getting back with me on this. If the recent verify states that there are no errors, then this should take care of this issue. However, it sounds like the same error is still happening. I suggest running the file doctor to assist in correcting this.

1.  Install the Tool Hub.
2. Click Company file issues on the left-hand side.
3. Run the file doctor.

Note: Always generate a backup first.

Make sure you know the location of your company file.

Let me know if this resolves the error that you're getting. I'm just a post away if you have any other questions or concerns.

Thank you.  Before I proceed, however, I would like to know if what we are experiencing is a known issue.  

G-Over

Hi there, @G-Over. Welcome back to the thread.

The following steps provided by my colleague @Kayla H are a know troubleshooting step. This is not a known issue at this time. We're aware of what you're experiencing and working hard on helping you get this resolved.

Thank you for coming back to the Community. Please, don't hesitate to reach back out if you have any more questions or concerns. We're here to get you back to business.

I have run the File Doctor on the "Company File Issues" tab and when it completed it said "We didn't find anything wrong".  I assume that applied to the company .qbw file. 

I also tried all three repairs in the "Program Problems" repair tab:

1. Quick Fix
2. Diagnostic Tool
3. PDF Repair

Any other suggestions are welcome.  Next steps?

G-Over

Those are the necessary steps to fix your issue, G-Over. 

I'd suggest getting in touch with our customer care support. They might provide different steps to resolve your concern. They have more tools, like screen sharing, that will help you fix it. You can follow KlentB's steps on how you can reach out to us. You can select either chatting with an agent or getting a callback.

 Please know we're just here if you have other concerns. Visit the Community anytime. 

If I go to Help and select QuickBooks Desktop Help there is no "contact us" option.  

Allow me to chime in, @G-Over.

You can get the contact us option to appear by running a reboot.bat file to re-register your QuickBooks files. This will refresh the data give you back the button you need. The steps below will show you how:

1. Close QuickBooks Desktop.
2. Right-click the Desktop icon and select Properties.
3. Choose Open file location, then right-click on the reboot.bat file, and pick Run as Administrator.
4. The tool will run until the window closes.
5. Open QuickBooks and press the Help icon.
6. Hit the Contact Us button.

Now you can contact us and get the assistance you need with your email templates. 

Feel free to comment below if you have any other questions or concerns. Have a great business week!