How to Create Custom Email Templates in QuickBooks Desktop?

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posted on 7 months ago — updated on 5 seconds ago

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This article shares how you can create a custom QuickBooks desktop email template with a subject line and email body.

How to Create Custom Email Templates in QuickBooks Desktop?

In QuickBooks, you can customize the email templates to send messages from your system directly. Creating these templates with the subject lines is easy in QuickBooks. It just requires a few simple steps and you can personalize your emails to customers and vendors. Create Custom Email Templates in QuickBooks Desktop is designed to send invoices, sales receipts, transactions or estimates. For this purpose, you have to design the templates and choose the template you want to use to fulfill the required task. You can also add the option to customize and email bill payment stubs as of QuickBooks Desktop 2022. In this blog, we will provide you with the information that will help you in creating custom email templates. In case of assistance and a helping hand, you can dial our hotline at +1-844-499-6700.

Steps to Create Custom Email Templates in QuickBooks

Below we have mentioned the steps that you need to perform to create custom email templates.

· Firstly, sign in as an administrator or as a user with permission to edit company preferences.

· Now move to the File menu and Switch to single-user mode.

Follow the below-mentioned steps to create templates. You can design different templates for each type of transaction.

· Click on the Edit menu and select Preferences.

· Choose the Send Forms option and click on Company Preferences tab.

· Select Email from the Delivery Method Default menu.

· Now select a transaction type from the Email Templates menu.

· Then you need to select Add Template.

· Name the template and customize the subject line and body.

· Also, you can opt for Insert Field to add a dynamic data field in your email. This data is real data from the form like customer name or due date.

· Once you have done with the customization process click on Save.

· Then click on Ok button in the company Preferences tab to save the changes.

Conclusion:

Creating or customizing Email Templates in QuickBooks is not a difficult task. It just requires the correct set of steps and you are done. This feature also helps you in sending different types of transactional emails like invoices and estimates. However, in case of any query related to creating templates and you need a helping hand you can call us. To get in touch with our QuickBooks certified ProAdvisors call on our our technical support team i.e. +1-844-499-6700.

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My name is Amelia Smith. I have been in the accounting industry for a good time now and work towards resolving all type of accounting issues at Hostdocket, especially associated with QuickBooks accounting software. I provide solutions to the errors that might be faced when using the QuickBooks software. https://www.hostdocket.com/resolve-error-quickbooks-cannot-communicate-with-the-company-file/