Does anyone know how to fix the message, details on next page?


Hello there, lindahuddy,

Are you trying to customize the email template when sending invoices to your customer?

If so, let me guide you through the steps in QuickBooks Desktop.

Before proceeding, make sure to log in as Admin or have the permission to modify the company preferences.

To set up your template:

  1. Go to the Edit menu, select Preferences, then Send Forms.
  2. Select the Company Preferences tab.
  3. From the Delivery Method Default drop-down, choose E-mail.
  4. From the Email Templates drop-down, choose the specific transaction.
  5. Click Add Template.
  6. Modify the email template as necessary.
  7. To insert pre-built data, select Insert Field.
  8. To set the template as default, select Default, and then click Save.
  9. Click OK to save the changes.

For more additional information, please check out this article: Customize email templates in QuickBooks.

You can now edit your email template.

Please reply with more details anytime if your situation is different. I'd also appreciate if you can attach screenshots of the error message so I can get a better picture of the issue. This would help me get a better view of what’s happening and come up with the right solution.

Thank you!

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IntuitMaryLand , Community Support Specialist
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