Thank you for the quick reply, @sparsell.
If you need to edit the email template in QuickBooks Desktop (QBDT), then you can simply follow these steps:
- Open your QBDT, then go to the Edit icon at the top menu bar.
- Select Preferences and click on Send Forms in the left panel.
- Hit the Company Preferences tab, and click on the Edit tab.
- In the Email Template make the necessary modification or click on the Insert Field button if you wish to add fields on your template.
- Click Save to remember the changes.
You may also check this helpful article for additional reference: Customize email templates in QuickBooks.
If you have any other questions, just leave a comment below and I'll be right here to assist you. Have a wonderful day ahead!
