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Shalo
June 29, 2023
Solved

Emailed invoices

  • June 29, 2023
  • 3 replies
  • 0 views

Recently my emailed invoices are showing my company backup file name and it was not doing this

previously. I have tried reformatting my invoice but nothing has worked. I did an online chat with QB

and the only solution they offered was to take remote control of my desktop to see what the problem was.

I don't really want to do that and I really don't want to change the name of my company back up file as I have seen issues other people have had doing this. I have done an search thru the community but found nothing

Best answer by JenoP

Hi there, Shalo.

 

This can happen if the template that you're using for invoices is damaged. You can create a different template and check if the name would revert back to the correct one. Here's how:

 

  1. Go to the Lists menu and select Templates.
  2. Press CTRL + N and choose Invoice.
  3. Click OK and enter all details that you need for the template.

 

After that, use the template in sending an invoice to check if the company name is already correct.

 

Just in case you are still getting the same issue, you can also use the QuickBooks Tool Hub. This resolves some of the most common program and file issues in the program. Here's how:

 

  1. Download the most recent version (1.5.0.0) of the QuickBooks Tool Hub.
  2. Open the file you downloaded (QuickBooksToolHub.exe). You can look it up in your Downloads folder or in the location you selected when you downloaded it.
  3. Follow the on-screen steps to install and agree to the terms and conditions.
  4. Double-click the icon on your Windows desktop to open the tool hub.
  5. Once opened, look for Program Problems, then select Quick Fix my Program.
  6. Start QuickBooks Desktop and open your data file.

 

Please check out this article for additional details: Fix Common Problems and Errors With the QuickBooks Desktop Tool Hub.

 

Feel free to check out these articles as well for additional guidance when using templates in QuickBooks: 

 

 

The Community is always here if you need anything else. 

3 replies

JenoP
JenoPAnswer
June 29, 2023

Hi there, Shalo.

 

This can happen if the template that you're using for invoices is damaged. You can create a different template and check if the name would revert back to the correct one. Here's how:

 

  1. Go to the Lists menu and select Templates.
  2. Press CTRL + N and choose Invoice.
  3. Click OK and enter all details that you need for the template.

 

After that, use the template in sending an invoice to check if the company name is already correct.

 

Just in case you are still getting the same issue, you can also use the QuickBooks Tool Hub. This resolves some of the most common program and file issues in the program. Here's how:

 

  1. Download the most recent version (1.5.0.0) of the QuickBooks Tool Hub.
  2. Open the file you downloaded (QuickBooksToolHub.exe). You can look it up in your Downloads folder or in the location you selected when you downloaded it.
  3. Follow the on-screen steps to install and agree to the terms and conditions.
  4. Double-click the icon on your Windows desktop to open the tool hub.
  5. Once opened, look for Program Problems, then select Quick Fix my Program.
  6. Start QuickBooks Desktop and open your data file.

 

Please check out this article for additional details: Fix Common Problems and Errors With the QuickBooks Desktop Tool Hub.

 

Feel free to check out these articles as well for additional guidance when using templates in QuickBooks: 

 

 

The Community is always here if you need anything else. 

S
ShaloAuthor
June 30, 2023

Thank you, I tried all the suggestions, but I am still having the problem. I guess my only option is to let

QB support try to fix it remotely.

S
SashaMC
June 30, 2023

Hey Shalo,

 

I appreciate that you took the time to try those steps. Since you are still having the problem, I agree with you to call in and let us check it out in a secure environment! Here is how to connect with us:

 

  1. Log into your QuickBooks account.
  2. Click the Help option in the upper-right corner.
  3. Enter the necessary information and click Continue.
  4. Choose a way to connect.

 

 If the problem persists, the agent should be able to escalate this matter to find a possible solution! Let me know how the conversation goes and if you were able to get it resolved. See you soon. 

B
BLS2024
September 4, 2024

I realize this is over a year old.. But i have just gone down this same road with Quickbooks desktop 2022. Remote screen share support agent couldn't figure it out. I ended up getting it on my own while on hold with the screen share agent. I was emailed this case as a result of that phone call. Since it appears there is still no solution posted here, I figured I would do customer service's job and share the solution. The solution is to use an email service other than the quickbooks email service. You can find this option under Edit>preferences>send forms. Under "Send e-mail using" make sure Web Mail is selected instead of the quickbooks email service. Then you must add your email that your invoice will be sent from in the "Email ID's" box located in the same window. Click add, select your email service (we used gmail) and login with your email credentials. We did this and now our company file name is no longer displayed in the email when sending invoices to customers and paystubs to employees. It's kind of funny too because now the invoices even look more appealing with a clean border on them in the email. If you have multiple PC's using quickbooks, you will need to do this on each PC. This is a pretty concerning bug caused behind the scenes with the quickbooks email service. We don't want to share our company file name with every employee and client. You need to fix that, INTUIT!. I wont be holding my breath since this has been like this for several years now. Hope this helps if anyone else is struggling with slowbooks.

S
ShaloAuthor
September 6, 2024

Thank you for your response.  I tried to follow your steps but I use Yahoo as my email provider

and the solution did not work but I created a Gmail account and started using that to just email

my invoices that did it. So thank you again.

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