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Hello @jwb003,
I appreciate you for reaching out to us about the default text. I'm here to help you with your concern related to emailing invoices in QuickBooks Desktop.
The information that reflects when you email an invoice depends on the QuickBooks preferences. If you're referring to the invoice default template, I recommend reviewing the details through the Send Forms section.
Here's how:
- Click the Edit tab at the top menu bar.
- Select Preferences.
- Choose Send Forms.
- Go to the Company Preferences tab.
- Select the default email template, then press Edit.
- Update the information.
- Hit Save.
You can customize email templates and use them to send messages from QuickBooks. To know more about creating custom templates with customized subject lines and email bodies, visit this link: Create custom email templates in QuickBooks Desktop.
If you're getting unusual behavior to the information syncing to Outlook, I suggest reinstalling the Outlook app. QuickBooks can't control the results reflecting outside the system. Also, you can utilize the Webmail feature that's working fine in sending the emails that require edit before sending.
For additional reference, you can use the following article to learn about the things you need to know before setting up your secure webmail in QuickBooks: Connect your email to QuickBooks Desktop.
Let me know if you need more assistance about emailing sales forms in the Desktop version. I'm always here to help. Take care always.
