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TG20
May 7, 2021
Solved

Editing text body on invoice email in Outlook, auto deleting when sent

  • May 7, 2021
  • 8 replies
  • 0 views

When I send an invoice through QuickBooks using Outlook, I click the email button from the invoice screen in QB. When the email pops up in Outlook, it has a text box that can be edited right above where the "View and pay invoice" button is. 

For several years we have been editing the text box with specific information as needed ie: " Your invoice is now over 60 days past due." 

However now when I edit the text, and press send, if I go to my sent folder in Outlook and open the email I just sent, the text in the body of the email has defaulted back to the original generic invoice text ie: "Attached is your invoice for $xxx.xx please pay by clicking below". I cannot type above, or below the text box in the body of the email, so this makes it to where we are unable to give specifics on why we're sending this particular invoice. We used to do this all the time, but it just starting defaulting back to the original text a few weeks ago. 

    Best answer by AlexV

    Hi TG20!

     

    I understand that you're having issues with the email sent by Outlook. I'm here to assist you.

     

    When sending invoices via Outlook, they are the ones who are responsible for editing and sending them. QuickBooks Desktop does not have any control over this.

     

    Also, we already raised this concern to our developers and they are now doing their best to have it fixed. I suggest contacting them for further help.

    1. Go to the Help menu and select QuickBooks Desktop Help.
    2. On the pop-up, click Contact Us. Enter "INV-58175" in the question field and tap Search.
    3. Choose how you want to connect with them.

     

    In the meantime, you'll want to set up the webmail or edit your template in QuickBooks. When using webmail, it requires a manual edit prior to sending the email. For the detailed steps, you may check these links:

     

    You may visit our QBDT Articles page. From there, you'll see different references for managing your business.

     

    Need more assistance? Just comment below and we'll respond as soon as we can.

    8 replies

    AlexV
    AlexVAnswer
    May 7, 2021

    Hi TG20!

     

    I understand that you're having issues with the email sent by Outlook. I'm here to assist you.

     

    When sending invoices via Outlook, they are the ones who are responsible for editing and sending them. QuickBooks Desktop does not have any control over this.

     

    Also, we already raised this concern to our developers and they are now doing their best to have it fixed. I suggest contacting them for further help.

    1. Go to the Help menu and select QuickBooks Desktop Help.
    2. On the pop-up, click Contact Us. Enter "INV-58175" in the question field and tap Search.
    3. Choose how you want to connect with them.

     

    In the meantime, you'll want to set up the webmail or edit your template in QuickBooks. When using webmail, it requires a manual edit prior to sending the email. For the detailed steps, you may check these links:

     

    You may visit our QBDT Articles page. From there, you'll see different references for managing your business.

     

    Need more assistance? Just comment below and we'll respond as soon as we can.

    D
    DossierIT
    May 10, 2021

    We are having the same problem.  I don't see that the problem can be marked "Solved" as it is not.

      Kristine Mae
      Kristine Mae
      May 10, 2021

      Let me share a few details, DossierIT.

       

      Our engineers are investigating about the issue. While we're waiting for a fix, I suggest reaching out to our customer care support. This way, you'll be added to the list of affected users. You can follow the steps shared by AlexV at the top. 

       

      Concerning why the post is marked as solved, the one who originally posted the question may be satisfied by the answer. The users or members are the only ones who can mark it as solved or thumbs up an answer.

       

      If you have other questions, don't hesitate to let us know. We're just one post away. Take care!

      J
      jasmar
      June 15, 2021

      Same issue here... We have 6 users on Enterprise desktop, all using Outlook, and only 1 user so far has developed this issue about a month ago.

      It doesn't seem as though QB has come up with a fix yet as far as I have searched the forums.

      The easiest workaround we discovered is pretty simple, but still an inexcusable bug!

      When the email opens up in outlook, before sending it, change the email format from HTML to Rich Text and then right back to HTML. You can do this either before or after editing the default text of the email. The edited text should now be saved and sent as intended.

      That has worked for us anyway!

        D
        Diane80
        July 20, 2021

        Thanks for the work around.  I have been having the same problem. I was using the save as draft then opening draft and editing it.  But this looks a little simpler.  It would be nice if QuickBooks would get this fixed.  It's seems like desktop is getting less and less support.  I don't really want to go to the Online version it's a different format.  At that point I might as well see what else is out there. Thanks again for the work around.

        K
        kafeend
        August 3, 2021

        I had a user with this exact same issue, but was able to resolve it.  Here is what I did:

         

        1. Disabled caching in Outlook (resolved the issue but Outlook took a performance hit)

        2. Updated Outlook to most recent version through Office updater.

        3. Enabled caching in Outlook

         

        While performing this, I archived the users content as they had over 26GB of emails.

         

        Once this was all completed, the user was able to edit Quickbooks emails.  Not only that when the email was sent, it retained those changes.

          A
          AnchorWC
          August 27, 2021

          YOU ARE THE SAVIOR, ONLY SOLUTION THAT WORKED!!!

          K
          kafeend
          August 28, 2021

          Glad my post was able to help someone. This issue is definitely frustrating especially if you don’t know what is causing it.

          F
          fnewcombe
          September 29, 2021

          Appears Intuit QB has been unable to resolve this problem. Was sent 'Connect your email to QuickBooks Desktop' by support today. Obviously of no value, I had Outlook working with QuickBooks. 

          S
          SDRSA
          September 30, 2021

          This is clearly a Quickbooks issue as it stems from the code that QB is passing to Outlook. But I know how devs like to shuffle the blame game. It's also irritating that this has been marked "solved" when it obviously has not been.

          Moving on: as we have now experienced this issue on one of our users machines I was able to come up with another quick workaround that may help others:

          1) Initiate email through QB

          2) In the Outlook new message window click on the "Format Text" menu. Select "Aa Plain Text".
          3) Compose your message and send

          While this workaround limits some formatting functionality it will at least maintain your intended message.

            M
            misscm
            October 1, 2021

            Your solution works for me. Thank you.

             

            I found out that if you click "Aa HTML" after clicking "Aa Plain Text", it will revert back to the original format while keeping the new composition.

            S
            Systassoc
            October 7, 2021

            Voila!!  Its working now!  My company just started having this issue also.  2 users, only 1 having the problem of edited text when sending an invoice not being sent.  The user was behind on Windows updates.  She updated Windows to the latest and now it is working as intended.  I suggest all the posters here check for updates (in Windows, not QB)

            C
            cubla
            November 8, 2022

            I am an IT consultant (have been for nearly 30 years). This was relatively easy to solve. I had a client with multiple users experiencing this problem. After some troubleshooting I found two possible solutions depending on the mood of the computer: 

            1) delete and recreate the outlook profile - resolved on some

            2) delete and recreate the windows user profile - resolved for all 

            Number two is much more intense depending on how your computer is setup. All my clients are domain-joined so I just logged in as administrator and deleted the user profile and then recreated. This resolved on all no matter what. I would try number one first (for sake of speed) and it resolved probably 40% of the affected users. 

            Also, we did not start seeing this until recently (Fall of 2022). Therefore, I cannot determine what actually causes it. We keep Windows, Dell drivers / firmware, 365 and QB updated with great frequency (pretty much monthly or every two weeks) and, again, just now noticed it. 

            Hope this helps! 

            T
            Twittlebit11
            November 14, 2022

            I just upgraded windows and started experiencing the same problem.   Has this been fixed in the last year?

             

            MJoy_D
            MJoy_D
            November 14, 2022

            Hello, @Twittlebit11.

             

            Can you tell me more about the problem that you're referring to? That will surely help us provide an accurate solution to the concern that you're having.

             

            You can click the Reply button below to add more details.

             

            I'm looking forward to hearing from you soon! Take care and have a wonderful day!

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