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Tried to create a custom email template, but emails aren’t using it? Well, need not to worry. Sometimes it happens that a user creates a new email template and sends emails, but the software continues to use the old template creating custom email template issues in the QuickBooks desktop. Two simple ways can be applied to change email template in QuickBooks. To help you in changing the QuickBooks templates, here we are with this quick segment sharing the complete set of steps you can implement.

Thus, to find out the right ways to use the right email template and add or change to a new one, make sure to stick around this segment carefully. You can further get in touch with our technical team, in case you have any queries, by simply getting in touch with our technical support team at +1-844-499-6700, and we will provide you with immediate support services.

Also Read: How to Setup and Configure Email Services in QuickBooks Desktop?

Steps to change email template QuickBooks

Here is what can be done to change the QuickBooks email templates. Let us check out the steps to learn how to change email template in QuickBooks:

Solution 1: Copy and paste the right message before sending the email

It is important to copy and paste the right message before sending the email, for successfully carrying out QuickBooks change email template process. The steps involved in here are:

  1. This process requires you to head to the edit menu, and further choose preferences. 
  2. Once done with that, select the send forms menu and also opt for the company preferences tab. 
Company preferences - how to change email template in quickbooks
  1. The next step is to highlight the QuickBooks templates you wish to use and choose edit. 
  2. The user will then have to copy the message body text. 
  3. Now, head to the file menu and choose Send Forms. 
  4. After that, choose the email you wish to send. 
  5. And further, paste the copied text into the body section. 
  6. It should be noted that if you are using QuickBooks Desktop Enterprise, then you simply need to choose edit email first. 
  7. The last step is to choose Send Now. 

Learn more about: QuickBooks Crashes When Sending Emails – [FIXED]

Solution 2: Resetting the email later settings for QuickBooks Templates

Reset email settings- Change email templates in QuickBooks
  1. Here you simply need to identify and open the transaction you want to send. 
  2. Followed by unchecking email later box. 
  3. You now have to choose the save and close tab. 
  4. And also reopen the transaction. 
  5. Choose to check the email later box. 
  6. And click on save and close tabs. 

This will put the transaction back into the email queue. And your email should now be using your new default template. Moreover, you can edit QuickBooks email template to ensure that your email uses the template you wish to.  

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Changing the email template in QuickBooks Desktop isn’t that tough. You simply need to implement the set of steps enumerated above and this would successfully use a new template. Just in case your email still uses an old template, then in that scenario, you can get in touch with our QuickBooks support professionals at +1-844-499-6700, and let our certified ProAdvisors help you successfully change the email template or address related queries. 

FAQs Related to QuickBooks Templates

How do I fix a template in QuickBooks?

You can fix a template by simply using the below steps: 

  1. Choose the type of form you would like to customize. 
  2. Opt for formatting tab. 
  3. Select manage QuickBooks templates. 
  4. Choose a template to preview. 
  5. Go for copy to create a new template or choose ok to edit the template 

How do I customize my email in QuickBooks desktop?

  1. Simply head to the edit menu and select preferences. 
  2. Once done with that, choose the send forms menu and then select the company preferences tab. 
  3. Now, from the delivery method default drop-down menu and choose email. 
  4. From the QuickBooks templates, select a transaction type. 
  5. The last step is to choose the add template and perform the onscreen steps. 

Why can’t I send an email from QuickBooks desktop?

There can be a couple of reasons behind this, which include outdated QuickBooks, incorrect email setup, issues from the email provider, etc. You can perform some basic steps to fix the issue successfully. 

How do I edit a custom template in QuickBooks?

To successfully edit a custom template in QuickBooks, you need to perform the steps below: 

  1. Choose settings and then select custom form styles. 
  2. After that, find your custom or standard template. 
  3. You now have to choose edit in the action column. 
  4. Also, make any edits and choose done. 

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