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Replying to:
ChristineJoieR
QuickBooks Team

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I understand you need to fix this error you've encountered in QuickBooks Desktop, @jennisbsvb. Let's work together and find some remedies to resolve this issue in the invoice email.

 

For some reason, the file name appears in the invoice template instead of the company name due to a configuration or customization setting in QuickBooks Desktop 2023. The template is set up to display the file name instead of the company name. You may want to check your template settings.

 

Here's how:

 

  1. Go to the Edit menu and select Preferences.
  2. Select the Send Forms menu and then the Company Preferences tab.
  3. From the Delivery Method Default drop-down menu, pick Email.
  4. From the Email Templates drop-down menu, select a transaction type. You can create multiple templates for each transaction type transaction listed. Select Add Template.
  5. Give your template a name.
  6. Customize the subject line and body.
  7. Choose the Insert Field to put a dynamic data field in your email.
  8. Select Save. After you close the template, select OK in the Company Preferences tab.

 

On the other side, all QuickBooks users can provide product ideas anytime concerning the email invoice template. There is no limit to how much or how often you can submit feedback or thoughts to our developers.

 

Here's how:

 

  1. Hover your mouse over the menu and choose the Help button.
  2. Select Send Feedback Online.
  3. Then click the Product Suggestion.

 

We also want to let you know that you can participate in the enhancements in addition to our developers. Intuit Developers is a separate forum where you can identify and connect with our developers who can assist with app integrations, participate in software development, and create new business solutions for QuickBooks.

 

Alternatively, visit this site at any moment to stay up to speed on any updates to our program (desktop and online): QuickBooks Product Updates.

 

I'm available to provide further guidance and support for any invoice-related tasks you have in QuickBooks Desktop. I'm here to assist you and offer my assistance whenever you need it.

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