How To Set Up Messages in QuickBooks Online

hello this is tim with fit small business thank you for watching this quickbooks online tutorial today i'm going to teach you how to create customized email messages to go with your sales forms such as things like sales invoices and sales estimates to begin with let's go to our company settings by clicking on the cogwheel in the upper right hand screen of your quickbooks online dashboard in the first column under your company let's click account and settings and then in the left menu bar we can click on sales from here we need to scroll down to the messages section click anywhere within the messages section to bring up your options the options here for your emails are fairly self-explanatory you can select a customized greeting you can decide what your subject line will be and then obviously the email message itself down below you can choose to send copies of all invoices to other email addresses you can set up a separate customized email for each type of sales form so the first one by default is the invoice so everything we select on this screen will become the default email the to send with invoices once you're done with that you can click the drop down box under sales form and select estimates now you create a customized email message to go with all of your estimates when you're done with that you can select credit memos create a new email and so forth so you can create a separate customized email to go with each of your types of sales forms now so what we're doing here is creating a default message so anytime you create a new invoice template this is the email message that will get attached to that template when you use that template this is the email message that will be sent but we can customize even further yet we can customize a different email message to go with each invoice template so to do that let's save our work here click the green save button and let's scroll up to customize so we're going to customize our sales form invoices now we've learned to customize our invoices in other quickbooks online tutorials and so to find those tutorials you can simply google fit small business quickbooks online tutorial that should take you to our home page with a list of all 46 free quickbooks online tutorials so to customize our email message let's select an invoice so let's go to the special customer invoice and click edit the other tutorials have talked about how to design your invoice and how to choose which content to include in your invoice now we're going to customize the email so notice the email that automatically pulled over here is the default email message we just created and oftentimes that will be sufficient and that's going to be what we want to send all of our invoices with however if you have a special customized invoice that you would like a different email message this is where you can customize it so you can customize the subject line the greeting and the message to the customer okay so after you create an invoice before you send it you choose which invoice template to apply if you choose this template it's going to send this email message it can be different for each template or you can keep it the same as the default that we set up in the first half of this lesson okay when we're done let's click done so quickbooks remembers what we did and that's it that's how easy it is to customize your email messages in quickbooks online please check out our other quickbooks online tutorials by googling fit small business free quickbooks online tutorials thank you

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