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D
Deadwood Al
February 25, 2024
Question

Email address used in templates

  • February 25, 2024
  • 1 reply
  • 0 views

QBDT Pro+ 2023

We have created several templates (invoice emails, statement emails, etc.) but I haven't found where I can modify the email address used as the "sent from". I would like all emails regarding invoices, statements, and the like to be sent from our accounting department email address. Is that possible? Where do I set that as the default?

 

Thanks in advance.

 

1 reply

A
ArielI
February 25, 2024

Hello, @Deadwood Al.

 

I'm here to provide some insight regarding the preferences for sending forms in QuickBooks Desktop (QBDT) Pro 2023.

 

Yes, it's possible for all emails concerning invoices, statements, and similar documents to be sent from our accounting department email address. Here's how:

 

  1. Open QuickBooks Desktop Pro 2023.
  2. Go to the Edit menu and select Preferences.
  3. In the Preferences window, select Send Forms from the left-hand menu.
  4. Go to My Preferences.
  5. Click add and enter your preferred email address and choose the Email provider
  6. Enter your QuickBooks credentials such as user ID and password
  7. Once done adding the email, hit Ok.

 

In case you need help with modifying your email templates and using them to send messages from QuickBooks, check out this article as your guide: Create custom email templates in QuickBooks Desktop

 

If you have further questions about your preferences for sending forms in QBDT, you can comment below, and we'll respond to you as soon as possible.

D
Deadwood AlAuthor
February 26, 2024

You said ...

  1. Open QuickBooks Desktop Pro 2023.
  2. Go to the Edit menu and select Preferences.
  3. In the Preferences window, select Send Forms from the left-hand menu.
  4. Go to My Preferences.
  5. You can add a preferred email by simply clicking Add.
  6. Once done adding the email, hit Ok.

 

On the screen I see no option to "Add" or OK. ?????

J
JorgetteG
February 26, 2024

I appreciate you clarifying your concern and the actions taken, @Deadwood Al. I am here to assist you further with additional information so that you can use your preferred email in QuickBooks Desktop (QBDT) with ease.

 

I see that you have selected Outlook under "Send E-mail using". Please be informed that if you opt for this option, QuickBooks will automatically utilize the email address associated with your Microsoft or Outlook account on your computer.

 

To set up a different default email address, follow these steps:

 

  1. Go to QuickBooks Edit menu and Select Preferences.
  2. Choose Send Forms.
  3. Click Web Mail and Add.
  4. Fill out the Add Email Info and select OK.
  5. Then OK to save your changes.

 

Your webmail provider's login page will display. Sign in and grant Intuit access.

 

 

Here are some articles to help manage your sales forms effectively in QuickBooks:

 

 

Feel free to let me know if you need help with any specific task or if you have any further questions regarding your QuickBooks company file settings. I can assist you at all times.

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