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October 14, 2022
Question

How do I edit the email template

  • October 14, 2022
  • 1 reply
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How do I edit the email template provided by Quick books online

1 reply

October 14, 2022

Hi there, maryna.

 

I’ll share you with the steps for customizing your email template in QuickBooks Online (QBO).

 

If you want to modify the template or the body message of the emails. You’ll want to refer to the steps below to do so:

 

  1. Click the Gear icon.
  2. Select Account and settings and proceed to the Sales tab.
  3. Look for Messages and click on it.
  4. Select a sales form in the drop-down list for Sales form.
  5. Customize the email message and enter any other details.
  6. Click Save, then click Done.

 

You can also edit your sales forms template by utilizing the Custom form styles. Here’s how:

 

  1. Go back to the Gear icon and select Custom form styles.
  2. Click the New style button. Then, select the sales form you want to edit.
  3. Go to the Emails tab and start amending the changes you want.
  4. You can also go to the Design tab to start designing your template.
  5. Then, click Done.

 Moreover, check out this article for more information: Customise invoices, quotes, and sales receipts in QuickBooks Online

 

Furthermore, learn to print or email your forms later in QBO: Email or print multiple sales forms in QuickBooks Online

 

Keep me posted if you have more concerns about editing the email template. I’ll be around to assist you. Have a good one!