Solutions to fix QuickBooks Custom Email Template issues

Users should perform the following solutions in order to get the template issue sorted out and successfully use a new email template.

Solution 1: Copying and pasting correct message before emailing

• The user first needs to run QuickBooks as an admin, and then make a move to the Edit tab.
• Following that, hit on the Preferences option.
• Thereafter, make a move to the Send Forms option, and follow up by clicking on the Company Preferences tab.

• Now, mark the template to use and subsequently, hit on Edit.
• The user should now try copying the message.
• After that, make a move to the File tab, and head to the Send Forms option.
• Choose the email to send, and then proceed by pasting the copied text in the body.
• QuickBooks Enterprise users should first opt for editing the Email.
• Finally, hit on the Send Now option. This should fix the custom template issues in QuickBooks Desktop.

Solution 2: Reset email later settings

The steps for resetting email later settings are:

• Initially, search for the transaction to send and open the same.
• Follow up by choosing the option to uncheck Email Later.

• Subsequent to that, click on the Save & Close tab.
• At the end, go for reopening of the transaction.
• Opt for the Email Later box, and following that, hit on the Save & Close option.

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