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May 26, 2021
Question

How do I change the body text in send email - Expenses?

  • May 26, 2021
  • 2 replies
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2 replies

LeithG
May 26, 2021

Hi Grasshopper1

 

For now, you cannot change the email content. May be worth submitting Feedback from the Gear button in QBO.  Note however you can change the content/text within an invoice, in specific ways.

May 26, 2021

Hi Grasshopper1,

 

It's wonderful to see that you're getting familiar with your program and designing it to fit your business. One of the great things about QuickBooks Online is it can be as unique as the organization using it. I want to make sure you get the support you deserve.

 

As far as emails for expenses, I'd require more information as the typical workflow is receiving receipts for expenses or bills. It's possible to edit the email template for Purchase Orders if you're using QuickBooks Online Plus. 

 

To customize the PO email information, follow these basic steps:

  1. Go to the Gear Icon.
  2. Select Account and Settings/Company settings
  3. Choose the Expense tab.
  4. Click on the Pencil Icon in the messages section. 
  5. Enter the message you want to use, and click Save and Done.

To make changes for the sales forms, you can follow the steps in this article: Customize invoices, estimates,and sales receipts in QuickBooks Online.

 

If there's anything else I can help you with, please let me know. Have a great day!