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K
KadcoOffMgr
May 3, 2021
Question

Customize send documents

  • May 3, 2021
  • 1 reply
  • 0 views

For 10 years, I have sent invoices, payment receipts and statements using the Send Forms function.

I have altered the defaults a little and my E-Mail server is Outlook.  When these documents arrive in Outlook, I customize further by adding the company logo and a personalized signature.

On Monday, April 19th, this stopped working - the Quickbooks template was all it sent, regardless of how I customized it.

Is this an Outlook issue or did something change in Quickbooks cementing the templates - no customization allowed?

1 reply

L
LauraAB
May 3, 2021

Hello KadcoOffMgr,

 

It's amazing to hear that you've been working with QuickBooks Desktop for 10 years! That's quite a long time and I'm sure you know your way around the program. I want to ensure that you're getting the support you need to work this out and get back on track with using the Send Forms option and your Outlook email.

 

From what you describe, it'd be beneficial to work one-on-one with a member of our support team to take a closer look at the situation. When you get in touch via phone or chat, our team can use tools like screen share session to see what you're seeing in action, check on settings, and determine how to best guide you from there. If you'd like to review your Send Forms settings before reaching out, check out this article: Email sales forms in QuickBooks Desktop

 

The Intuit QuickBooks Desktop software support policies article outlines the phone and chat options, as well as other important details about getting in touch with our team. Don't hesitate to give them a shout!

 

Have a great week.

K
KadcoOffMgrAuthor
May 3, 2021

Thank you for your reply - I did call Quick Books help, did a screen share and was told to call "The Outlook"

I just don't understand why after all this time it suddenly changed.

No changes were made to anything in Outlook

A
Alex M
May 3, 2021

Hi there KadcoOffMgr,

 

Thanks for reaching out to our support team. Since the customization error is occurring when you're trying to customize the invoice once more within the Outlook interface, it would be best to reach out to their support as it's not being able to be edited within their system. There may have been an update to their system that is causing this customization issue. Please reach out to their support and don't hesitate to ask us any other questions here.

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