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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
ZackE
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Thanks for reaching out to the Community, Bagya1111.

 

To create new email templates, your administrator will need to provide you with full access to company preferences.

 

Here's how:

  1. In the top menu bar, go to Company, Set Up Users and Passwords, then Set Up Users.
  2. Highlight an appropriate user and click Edit User....
  3. When your Change User Password and Access window displays, hit Next.
  4. Tick the All areas of QuickBooks option.
  5. Press Next, choose Yes, then select Finish.

 

Now you'll have permissions to create new templates for emailing forms:

  1. In your top menu bar, go to Edit, Preferences, Send Forms, then access Company Preferences.
  2. Use the Email Templates drop-down list to pick Invoices/Statements.
  3. Click Add Template, then enter your customer's name in its SUBJECT field.
  4. Select Save, then OK.

 

I've also included a couple detailed resources about working with user permissions and customizing email templates which may come in handy moving forward:

 

I'll be here to help if there's any additional questions. Have a lovely day!

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