Let me share some information about sending your invoices and purchase orders in QuickBooks Desktop, Cardpromo.
If you are making the edits in Outlook, then QuickBooks is unable to control that. It would be best to reach out to Outlook Support Team. What we can do is either set you up for webmail or edit your template in QuickBooks. Just follow the steps and details in these articles:
We can also add a new template and make modifications so you can use it when sending invoices and purchase orders to your customers. Here's how:
- In your QuickBooks Desktop, go to the Edit menu, then select Preferences.
- Click Send Forms and go to the Company Preferences tab.
- Select Add Template.
- In the Add Email Template window, enter the correct information and click Save.
If the issue persists after using a new template, I'd recommend contacting our QuickBooks Support Team. They can check why it's using the default text when sending the transactions. You can get a call from us and here's how to do so:
- Open QuickBooks.
- Go to the Help menu, then select QuickBooks Desktop Help.
- Select Contact Us.
- Give a brief description of your issue, then select Let's talk, and then choose a way to connect.
Visit our QuickBooks Help Articles page for more insight s about managing your business in your software.
Feel free to update us after contacting our support as I want to make sure this is resolved for you. Just go back to this thread by leaving a comment. Take care always.
