katherinejoyceO
QuickBooks Team

Install

Thanks for joining in this forum, @Bonnie123.

 

I've checked the INV 58175 in our records, and it shows that it's already been closed last 10/11/2022. After thorough investigation, our engineers found out that the edits and sending are all happening in Outlook. Hence, QuickBooks does not have any control over this.

 

As a workaround, you can either set up for webmail or edit your template in QuickBooks before sending it.

 

Here's how:

 

  1. Click the Edit menu.
  2. Go to Preferences, then choose Send Forms.
  3. From the My Preferences tab, select Outlook or Web Mail.
  4. Select OK or Add, then enter the necessary information.
  5. Follow the on-screen instructions to complete the process.

 

For more insights about setting up your email, read through this article: Connect your email to QuickBooks Desktop.

 

Feel free to message again if you have additional concerns about managing your emails in QuickBooks.