Other questions

Thanks for coming back to us for clarification, @sparsell.

AngelynT provided the steps to modify an email template. Instead of choosing the Edit button, create your own customize letter by clicking Add Template.

Here’s a screenshot for visual reference:

You also have the option to set up a separate form for each transaction and use it as default when emailing through QuickBooks. Follow these steps:

1. From the Send Forms Company Preferences, click the Email Templates drop-down and select a transaction type.
2. Tap the Add Template button to open another window.
3. Enter a Template Name and mark it as your default.
4. Update the email body or letter.
5. Once done, hit Save.

I recommend checking out the article provided by my colleague for the details.

Please let me know if you're referring to something else. You can leave a comment below with additional information, and we'll take it from there. Have a good one!