MirriamM
Moderator

Employees and payroll

Welcome aboard to the Community, @Jlgreen. Thanks for joining the thread.

 

In QuickBooks Online (QBO), once you update the email message on a specific template, the changes will also affect other templates on the Custom form styles list. As a workaround, you can import a template which allows you to have more personalized information to use when emailing your transactions. 

 

To import a template, here's how:

  1. Click the Gear icon at the top.
  2. Select the Custom Form Style.
  3. Under the New style drop-down, choose Import style.
  4. Hit on the Save and upload your file field.
  5. Pick on Next.

For more details about this process, check this article: Import Custom Form Styles for Invoices or Estimates.

 

You're always welcome to post again if you have any other concerns about the invoice template or any related to QuickBooks. I'll be around to help. Have a good one.

 

 

 

**Say "Thanks" by clicking the thumb icon in a post.
**Mark the post that answers your question by clicking on "Accept as solution".