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Change the default email message for forms

When you email an invoice, statement, estimate, report, or other form, QuickBooks creates an email message to accompany the form. You can customize this message for each type of form you email. You can also set defaults for the Bcc email address and the Subject line.

To do this task

  1. Open the Send Forms preferences.

    1. Go to the Edit menu and click Preferences.

    2. In the Preferences window, click Send Forms in the list on the left.

  2. Click the Company Preferences tab.

  3. Click the Change default for drop-down arrow and select a form type.

  4. (Optional) Click the drop-down arrows to change the salutation ("Dear," etc.) and the format ( , etc.) of the customer's name.

  5. (Optional) Enter one or more email addresses in the Bcc field. Each time you email this type of form, a blind copy of the email will be sent to the addresses listed here.

  6. (Optional) Enter a default Subject line.

  7. (Optional) Click anywhere in the email text and enter any changes you want.

  8. Click OK to save your changes.

See also

KB ID# H_EMAIL_CHANGE_DEFAULT_EMAIL_MSG
10/20/2014 2:39:02 AM
PPRDQSSWS406 9102 Pro 2013 0953af