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QB FOR MAC EDIT EMAIL TEMPLATE HOW TO

When you're done customizing, select Save.

Tip: You can type these fields into the message body yourself as long as they match the prefilled options. These use real data from the form, like the customer name or due date, to fill out the field.

You can select Insert Field to put a dynamic data field in your email.

You can create multiple templates for each transaction type transaction listed. From the Email Templates drop-down menu, select a transaction type.From the Delivery Method Default drop-down menu, select Email.Select the Send forms menu and then the Company Preferences tab.Go to the Edit menu and select Preferences.You can create multiple templates for each transaction type. Go to the File menu and select Switch to Single-User Mode.įollow these steps for each template you want to create.You can also sign in as a user with permission to edit company preferences.

Note: QuickBooks Desktop 2022 adds the option to customize and email bill payment stubs. Then all you have to do is select the one when you send an invoice, sales receipt, estimate, or other transaction. Want to personalize your emails to customers and vendors? You can create email templates with customized subject lines and email bodies.

QB FOR MAC EDIT EMAIL TEMPLATE HOW TO

Learn how to customize email templates and use them to send messages from QuickBooks.