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Change Default Text in QuickBooks E-mail

Wish you could change the default text that appears when you send an e-mail out of QuickBooks?

Changing the text is easy once you know where to find the option to do it. Click Edit > Preferences > Send Forms, and then click the tab that says "Company Preferences". You will see a screen that looks like this:

Send Forms Default Text

Note that in the drop-down box that says "change default for", you can change the default text for invoices, estimates, sales orders, and other documents that are commonly e-mailed from withinQuickBooks. Once you have made your updates, click the OK button to save your changes.

In addition, if you put your e-mail address in the "bcc" box, you will always get a copy of any e-mail that is sent, yet the recipient won't see your e-mail address in their message.

Remember - even if you reset this default text, you can always override it on a case-by-case basis when sending forms from QuickBooks. If you want to return the e-mail text to its' original state, just click the Default button on the screen, then click OK. All of your updates to the text will then be forgotten.


Scott Gregory is a specialist with QuickBooks Pro, Premier and Enterprise software. He has helped businesses like yours gain clarity and comfort with QuickBooks for over 10 years.

Connect with Scott @ Bottom Line Accounting Solutions today!



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just what i was looking for!!
thank you!

Great information! Do you know how I can update the email address for when I receive payment notices? I can not seem to locate this feature.

Thank you in advance for your time.

When I create the message with the invoice its an old classic type. I can't seem to find a way to upgrade the font. It looks just like this font. Any ideas?

Hi there, nice information provided. thanks for that. keep posting of blogs in the future. thanks once again...

I've just done a stupid thing. I've deleted a bill that i need to pay tomorrow from my e-mail. Is there a way to retrieve it back.

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