Skip to main content
M
Mayer F
November 22, 2023
Question

Update statement email templet

  • November 22, 2023
  • 1 reply
  • 0 views

Hi,

How do I update the default email templet for a statement in QuickBooks online?

1 reply

K
Kevin_C
November 22, 2023

Welcome to the Community space, Mayer F. I can see how convenient it is to have the ability to have the option to update the default email template of your statements. Let me share some information about this query.

 

At this time, there are a few customization choices for statements in QuickBooks Online (QBO). Here's how:

 

  1. Go to Settings and select Account and settings.
  2. Pick the Sales tab and go to the Statements section.
  3. Click Edit, and choose List each transaction as a single line or List each transaction including all detail lines.
  4. Select the Show aging table at bottom of statement option.
  5. Tap Save and Done.

 

However, the option is currently unavailable if you require further customization options for your default statement template. That said, I encourage you to submit feature requests to our Product Development Team. Rest assured that they will review and consider it for future updates, depending on the number of users' requests. Here's how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Then select Next to submit feedback.

 

Additionally, you can check out this article to review the recorded transactions and their statuses in the Sales menu: View sales transactions in QuickBooks Online.

 

Please keep me posted if you still have questions or concerns about managing your customer statements in QBO. I'll be here to lend a helping hand. Stay safe.

M
Mayer FAuthor
November 22, 2023

Thank you for the information, 

What I need changed is in the signature of the default email it has the company name and we changed our company name recently, and I even updated in quickbooks put for som reasons in the statement email its still showing old company name. 

Is there a way to reset this?

 

 

S
SirielJeaB
November 22, 2023

Thanks for getting back to the thread, Mayer. I'd be pleased to walk you through the steps of changing the signature of your default email in QuickBooks Online (QBO).

Here are the steps to modify the company name on your standard default template, which represents all your forms:

 

1. Click the Gear icon, then choose Custom form styles under YOUR COMPANY.

2. Locate your default form type. Hit the Edit dropdown button.

 

3. Select the Content tab.

4. On the Header section, click on the Pencil icon.

 

5. Update the business name.

 

 

Altering the look and structure of sales documents is an easy and impactful method to improve your business correspondence. For more guidance, refer to this resource:  Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

You can also make recurring templates to automatically create invoices, expenses, and other tasks you do regularly.

 

Kindly reach out again if you require additional help customizing your sales forms. I'm available 24/7 and eager to assist you further. Have a great day!

Terms & ConditionsAccessibility statement