Troubleshoot QuickBooks Email Templates: A Quick Guide to Common Errors

Is your QuickBooks custom email template broken? Find detailed instructions to repair and optimize your email templates for invoices, sales receipts, and other transactions.

Jul 11, 2025 - 18:45
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Troubleshoot QuickBooks Email Templates: A Quick Guide to Common Errors

If you are encountering QuickBooks Custom Email Template issues, then this article will help you with the procedure to get the problem rooted out of the system. The issue generally encountered is that upon creating a new email template, QuickBooks still employs an old template. This issue can be sorted out by resorting to a couple of solutions enumerated within the purview of this blog. So, keep reading to get your QuickBooks desktop email template issues sorted out.

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.

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.

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QuickBooks TIps Hey there! I'm Ryan Ledger, a Certified QuickBooks Pro Advisor with plenty of experience troubleshooting all kinds of QuickBooks errors. If you're having trouble with QuickBooks not opening, don't hesitate to reach out or check out our website for support.