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Replying to:
JenoP
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Thanks for sharing your feedback about the responses in this thread, HandiChickNW.

 

Let me make it up to you by sharing the correct steps on how to change the text of the email when sending statements from QBO. Here's how:

 

  1. Go to the Gear icon and select Account and Settings.
  2. Proceed to the Sales tab and click Messages.
  3. Click the drop-down arrow for Sales form and select Statement.
  4. Change the text or body of the email in the Email message section. 
  5. Click Save, then select Done

 

Here's an article about this for more details: How to Set Up or Change Customer Messages.

 

I'd also like to share these additional articles just in case you might need them in the future: 

 

 

Add a reply below or reach out to us anytime you need anything else when working in QuickBooks. We're always here to help and guide you. 

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