Changing The Email Template In QuickBooks

If you want to do some modifications in the content of your QuickBooks-generated emails so you are at the right place. Here you will get know how to make changes in email template in QuickBooks very easily.

Step 1.

Go to QuickBooks, enter your company

Step 2.

Now click Edit-Preferences-Send Forms-Company-Preferences.

Step 3.

Now you can change the default email template to the various forms and for reports in general.

Step 4.

Like if you want to add an invoice number to your emailed invoices under the subject line, click on “Change default for” option and select Invoices.

Step 5.

  • Then, in the Subject line, make sure is there. For example, “Invoice<NUM> from COMPANY NAME”.
  • Here you can also change the verbiage in the body of your emailed invoice or add Bcc (Blind carbon copy) email address.


This method can be used to make changes to your email templates for the forums in QuickBooks such as :-

  • Invoices
  • Sales Receipts
  • Estimates
  • Reports
  • Statements
  • Sales Orders
  • Credit Memos
  • Purchase Orders
  • Pay Stubs
  • Overdue Invoices
  • Almost-Due Invoices
  • Payment Receipts


    Though you have make changes, you may face that the invoices are being sent with the default or old template. So make sure you have edited the template before doing the batch invoicing.

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