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:
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.