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Randy1998
March 16, 2021
Question

When emailing a invoice from QB Premier Desktop, how can I add links into the body of the email (not attachment)?

  • March 16, 2021
  • 2 replies
  • 0 views

We want to add hyperlinks to the body of our email that goes out with the attached Invoice from QB Premier Desktop. We have tried adding links such as our company website, a Link for Google reviews etc., but the links always show up as plain text, and they are not clickable. We have went to "Company Preferences"--"Send Forms"--"My Preferences" and have made sure the "Use Plain Text" is unselected. I would think in todays day and age, we should be able to add our companies website at the bottom of the email body for our customers to easily click the link. 

2 replies

JoesemM
JoesemM
March 16, 2021

Welcome to the Community space, @Randy1998. I appreciate the steps you've performed to add hyperlinks to your email.

 

It is always our aim to develop relevant features that came from customer's feedback. Being able to add hyperlinks to your email that is attached to the invoices is beneficial for you and other users in QuickBooks.  

 

While this option is unavailable, I suggest sending feedback straight to our product developers to be considered in the future. A suggestion like this helps us determine what enhancements and improvements are needed to make our product more effective and convenient to use.

 

Here's how to send feedback:

 

  1. Go to Help at the top menu bar.
  2. Choose  Send Feedback Online.
  3. Click on Product Suggestion.
  4. Click on the drop-down for Type of Feedback and select Product Suggestion.
  5. Select the Product Area.
  6. Then enter your thoughts and suggestions.
  7. Once done, select Send Feedback.

 

For now, I'd recommend visiting our  Firm of the Future site to learn more about product enhancements and tips to efficiently manage your business.

 

Additionally, our Help Articles page is a self-service support center with hundreds of articles related to QuickBooks. Just make sure that the topic is set as "QuickBooks Desktop."

 

If you have other suggestions you want to pitch in or any questions with QuickBooks, please add a comment below. I'm always here to assist. Have a great day.

R
Randy1998Author
March 16, 2021

Seriously you can't add a link to your own companies website in the email? I find it hard to believe this is something overlooked by QB! Surly someone has found a work around for this. 

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BRIGHTOHIO
April 26, 2021

I had a hyperlink saved into the body of our emails for Google Reviews.  It worked great, then I stopped getting reviews, sent myself a cc of an invoice through QB and now it is just sending <> instead of the text I had in there.  It worked for quite a long time and then suddenly stopped. I checked the email body and the text is still there.  This is how the text is inserted, it's just regular text and I had a note to the customer to copy and paste this link into your search bar: https://cutt.ly/reviews-brightsolutionsohio Why does this no longer work?

JoesemM
JoesemM
April 26, 2021

Let me route you to the right support, @BRIGHTOHIO.

 

QuickBooks haven't changed when emailing invoices to customers particularly those including hyperlinks on the message body. To further investigate this matter, I would suggest contacting our Customer Support Team. They can create and send a report about this issue to our product engineers.

 

Here's how to reach them:

 

  1. Click Help at the top menu and select QuickBooks Desktop Help.
  2. In the Have a Question? window, enter a topic.
  3. Click Contact Us.
  4. Hit the Start Messaging button.

To ensure we assist you on time, the availability of support depends on which type of subscription you're using. You can check out this article for our contact information. Click on the QuickBooks Desktop drop-down to see the most updated support schedule: Support hours and types.

 

Also, you can create multiple templates for each transaction type. This will appear in the Company Preferences tab of the Send forms menu. Here's how:

 

  1. Go to the Edit menu and select Preferences.
  2. Select the Send forms menu and then the Company Preferences tab.
  3. From the Delivery Method Default drop-down menu, select Email.
  4. From the Email Templates drop-down menu, select a transaction type.
  5. Click Add Template.
  6. Enter your template a name.
  7. Customize the subject line and body.
  8. You can select Insert Field to put a dynamic data field in your email. 
  9. Select Save the OK.

For more details, click this article: Create custom email templates in QuickBooks Desktop.

 

I'm also adding this article to further guide you in managing the growth of your business using QBDT: QuickBooks Help Articles. It includes topics about data security, banking, and expenses, to name a few. You can click the + More topics button to view other selections.

 

I'm a comment away to help you with any QuickBooks concerns you may have. Just add the details below and I'll get back to you as fast as I can.

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BRIGHTOHIO
April 27, 2021

Shoot, I'm sorry.  I am using Quickbooks Online.  I should have noted that.  Would that make a difference in how the text "https://...." is transmitted? It must recognize it as a link and turn it into these symbols <> that are being sent in place of.  I attached photos, I have tried changing all of the sales-online delivery options.  

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