Tried to create a custom email template, but emails aren’t using it? Well, need not to worry. Sometimes it happens that a user creates a new email template and sends emails, but the software continues to use the old template creating custom email template issues in the QuickBooks desktop. Two simple ways can be applied to change email template in QuickBooks. To help you in changing the QuickBooks templates, here we are with this quick segment sharing the complete set of steps you can implement.
Thus, to find out the right ways to use the right email template and add or change to a new one, make sure to stick around this segment carefully. You can further get in touch with our technical team, in case you have any queries, by simply getting in touch with our technical support team at +1-855-771-8085, and we will provide you with immediate support services.
Here is what can be done to change the QuickBooks email templates. Let us check out the steps to learn how to change email template in QuickBooks:
Solution 1: Copy and paste the right message before sending the email
It is important to copy and paste the right message before sending the email, for successfully carrying out QuickBooks change email template process. The steps involved in here are:
This process requires you to head to the edit menu, and further choose preferences.
Once done with that, select the send forms menu and also opt for the company preferences tab.
The next step is to highlight the QuickBooks templates you wish to use and choose edit.
The user will then have to copy the message body text.
Now, head to the file menu and choose Send Forms.
After that, choose the email you wish to send.
And further, paste the copied text into the body section.
It should be noted that if you are using QuickBooks Desktop Enterprise, then you simply need to choose edit email first.
Solution 2: Resetting the email later settingsfor QuickBooks Templates
Here you simply need to identify and open the transaction you want to send.
Followed by unchecking email later box.
You now have to choose the save and close tab.
And also reopen the transaction.
Choose to check the email later box.
And click on save and close tabs.
This will put the transaction back into the email queue. And your email should now be using your new default template. Moreover, you can edit QuickBooks email template to ensure that your email uses the template you wish to.
Changing the email template in QuickBooks Desktop isn’t that tough. You simply need to implement the set of steps enumerated above and this would successfully use a new template. Just in case your email still uses an old template, then in that scenario, you can get in touch with our QuickBooks support professionals at +1-855-771-8085, and let our certified ProAdvisors help you successfully change the email template or address related queries.
FAQs Related to QuickBooks Templates
How do I fix a template in QuickBooks?
You can fix a template by simply using the below steps:
Choose the type of form you would like to customize.
Opt for formatting tab.
Select manage QuickBooks templates.
Choose a template to preview.
Go for copy to create a new template or choose ok to edit the template
How do I customize my email in QuickBooks desktop?
Simply head to the edit menu and select preferences.
Once done with that, choose the send forms menu and then select the company preferences tab.
Now, from the delivery method default drop-down menu and choose email.
From the QuickBooks templates, select a transaction type.
The last step is to choose the add template and perform the onscreen steps.
Why can’t I send an email from QuickBooks desktop?
There can be a couple of reasons behind this, which include outdated QuickBooks, incorrect email setup, issues from the email provider, etc. You can perform some basic steps to fix the issue successfully.
How do I edit a custom template in QuickBooks?
To successfully edit a custom template in QuickBooks, you need to perform the steps below:
Choose settings and then select custom form styles.
After that, find your custom or standard template.
Trying to merge customers in QuickBooks and don’t know what the right procedure to do it is? Well, this segment solves all your queries and confusions. Note that if you enter the same item twice with different names, you can merge them and keep the lists accurate. QuickBooks lets users successfully combine customers in QuickBooks by performing some basic set of steps. To learn further about how to merge customers in QuickBooks, stick around this piece of writing. However, if you do not want to perform these steps on your own and need any sort of technical guidance, then in that case, give us a call at +1-855-771-8085, and our QuickBooks support team will ensure to answer all your queries immediately.
Steps for deleting payment or deposit against customer before merging
You need to initially open QuickBooks and further click on the list at the top menu bar and click on Chart of Accounts in QuickBooks.
You are then required to double-click the account and double-click the deposit to delete the specific payment.
The next step is to click on edit and further click on delete line.
Once done with that you need to delete the deposit and payments against the customer, you can carry out the below steps to merge the customers.
Steps to merge two customers in QuickBooks
Begin with opening QuickBooks and enter the credentials. You now have to right-click on the name of the customer that you want to merge with the other customer.
Before merging, you need to make the job a parent customer. This can be done by placing the cursor on the top of the small diamond symbol left to the name of the job and then dragging it to the left side.
You now have to right-click on the name of the customer and click on edit customer.
Replace the name of the customer with the new name. And then click on ok tab.
Click on the ok tab and click on yes once a prompt appears for proceeding for merging.
After you are done with merging two customers, you will have to re-process the payment that you deleted earlier.
Click on the customer menu and click on receive payment.
The next step is to choose the customer by clicking on received from the drop-down menu.
Put a checkmark next to the invoice you want to apply the payment to.
And the last step is to select a payment method and click on the save and close tab.
Merging list entries in QuickBooks isn’t a tough nut to crack, especially when you unleash the right steps. Hopefully, reading this segment might help you in some way to successfully merge lists in QuickBooks. Just in case, you have any queries left unanswered, then in that case connecting with our QuickBooks technical support team at +1-855-771-8085 is recommended. We are a team of certified QuickBooks professionals who work around the clock to provide immediate support and guidance.
Trying to fix QuickBooks error 1638, but unable to do so? Well, we can help you with that. QuickBooks error 1638 is basically an installation error that shows up with a warning message that states: Another version of this product is already installed. If you get this particular error in QuickBooks, then it simply indicates that you might already have QuickBooks installed. You will have to find your QuickBooks version and open it. To help you in dealing with QuickBooks error code 1638, here we are with this segment sharing the complete details about the error, its causes, and the quick fixes that can be implemented. To learn further about this issue, stick around to this segment or you can also get in touch with our technical team at +1-855-771-8085, and let our experts help you with your queries immediately.
A bunch of factors can trigger QuickBooks error 1638. Let us evaluate each of the factors one by one:
In case there is any sort of virus or malware infection.
Another probable reason can be if the software installation guidelines aren’t followed appropriately.
You can further come across a similar issue if the software is already installed on the system and you are trying to install it again.
Such an error is also triggered when the installation source is damaged.
Or if the Windows firewall settings are blocking QuickBooks installation.
Methods to eliminate QuickBooks install error 1638
To get rid of such an error in QuickBooks, you can try performing the below methods one by one:
Method 1: Spot QuickBooks version
As this error indicates that QuickBooks is already installed, you need to locate the QuickBooks version present on your system. This can be done as follows:
You need to first press the Windows + R tab and this will open the Run command.
Once done with that, type the control panel in the search box and hit the ok tab.
Click on the programs tab and further go for programs and features.
Later on, if you see QuickBooks in the list, double-click on the same.
If none of the above methods helped you in eliminating the error code 1638 in QuickBooks, you can try this last method that includes clean installation of the software.
Uninstall QuickBooks
Here you will first have to log in system with admin rights
Further, press the Windows start tab.
Also, enter the control panel in the search box and hit the enter tab.
Once done with that, choose programs and features or uninstall a program under the control panel window.
You will later have to choose your version of QuickBooks from the list of programs.
Toward the end, choose uninstall and click on the next tab.
Find and open the QuickBooks.exe file and perform the onscreen steps to complete the installation.
Do not forget to accept the software license agreement and click on the next tab.
At the end, enter product and license numbers and hit the next tab.
Conclusion!
Getting rid of error code 1638 in QuickBooks becomes easy, once you perform the set of steps enumerated above. However, if you still have any queries that are to be addressed, then simply reach out to our technical support team at +1-855-771-8085, and our certified QuickBooks professionals will answer all your queries instantly.
Attempting to delete a company file in QuickBooks, but unable to find the delete option? Well, the company file in QuickBooks can be deleted just like other files on the system. Deleting a company file prevents it from showing up in the list of company files. The procedure to delete company files in QuickBooks doesn’t involve any rocket science. It is a basic process that can be followed by any of the QuickBooks users. However, before you carry out the deletion process, you must ensure that you are deleting the right file. Also, ensure to include the asterisk before the extension type, to ascertain that the search works properly. The files include:
*.qbw (Working Files)
*.qbb (Back Up Files)
*.qba (Accountants Copy Files)
*.qbx (Accountants Transfer Files)
*.qby (Accountants Change Files)
To help you with this process, we are here with this segment sharing the complete details of how you can delete a company file without messing things up. To learn further, stick around this piece of writing, or you can further consult our technical support professionals at +1-855-771-8085, and our certified team will help you with all sorts of QuickBooks-related queries.
A bunch of steps can be performed to delete the QuickBooks company files. This includes the following:
If your account is older than 60 days of activation
Note that you can’t purge the company data if it has been active for more than 60 days. Thus, you will have to cancel the account and take a new subscription.
Cancel the account
Here, you will first have to sign in to the QuickBooks online company file.
Furthermore, move to the gear icon and go for it.
Once done with that navigate to the browse option.
And further, click on the update credit card.
Head to the subscription status section and click on the cancel subscription link.
The last step is to complete the cancellation process by following the steps
Start a new account
After cancelation, you will have to set up a new account and this is possible with the steps below:
Sign in to QuickBooks on Intuit from the browser and click on the enter tab.
You can use the same old ID and password to log in or use the new credentials.
Account not older than 60 days in activation and you need to import the QuickBooks desktop company file
Well, if that is the case, then you can simply perform the following steps. However, it should be noted that QuickBooks online data, once deleted or replaced cannot be restored.
Sign in first.
After that, choose the gear icon in the upper right corner.
Once done with that, click on the import desktop data option.
And also opt for the appropriate version and perform the onscreen prompts to import the data.
Company file is one of the most crucial elements of QuickBooks. Any mistake in deleting the file can lead to data loss. Thus, ascertain that you are deleting the right company file. Hopefully, reading this segment might help you in some way to delete a company file in QuickBooks successfully. However, if you have any queries, or if you need any sort of technical guidance, then in that case, consult our QuickBooks technical support team at +1-855-771-8085, and they will provide you with instant support and guidance.
Experiencing QuickBooks error PS038 can be extremely annoying when running payroll. You can come across such an error when trying to install the latest updates for QuickBooks payroll. You can also experience this when installing the latest tax tables. It further shows up on the screen when the paychecks get stuck at the online to send option. When this particular error occurs, it appears with a warning message that states: You’ve retrieved the latest payroll update and validated your Payroll subscription. We strongly recommend that you go online again [PS038]. A bunch of factors can drag you into such an error, which we will elaborate on later in this segment.
Thus, stick around this segment carefully to understand what causes QuickBooks error PS038, along with the measures that can be taken to fix the error. You can also get in touch with our technical support professionals at +1-855-771-8085, and our experts will help you with your queries immediately.
In case the tool diagnoses any issues, then you simply need to use the rebuild data tool.
Steps to use rebuild data tool
Initially, click on the file menu.
Once done with that, go for utilities tab and also choose the rebuild data option.
You are then required to click on the ok tab and head to save the file to a convenient location.
The next step is to wait for the rebuild process to end.
Also, rerun the verify data scan to ensure that the preexisting issues are not showing up further.
This would fix the issue up to a certain extent.
Solution 3: Update and backup QuickBooks data To Fix QuickBooks Error PS038
Here are a few steps that can be taken to update QuickBooks:
Begin the process by clicking on the help tab in QuickBooks.
Once done with that, click on Update QuickBooks desktop and also go for the Update Now tab.
Selecting the reset update checkbox removes all previously downloaded updates.
You now have to choose get updates and let the update download and install successfully.
After that, enable automatic updates.
Also download the updates from the QuickBooks product download page, in case the issue shows in between the process.
Now, open the downloads and updates page.
And select yes, no, or not sure options.
Click on the country, product, and version.
Also, click on the search tab.
Go for the download option.
After the update has been downloaded, you need to navigate to the computer’s downloads folder. Click on the QuickBooks update file to start the process of installing it.
Carry out the onscreen prompts to complete the installation.
The very first step is to head to the file menu in QuickBooks.
Select the switch to single-user mode option.
You now have to access the file and click on backup company.
Select Create Local Backup.
Also, go for a browse in the local backup-only section and then decide on a place to the backup file.
You will now have to choose how many backups you need as an additional step.
This will test your company file.
After that, click on the ok tab.
And also tap the save it now option and hit the next tab.
Solution 4: Send payroll data or usage data
In order to update the outdated direct deposit paychecks, you need to send payroll data and usage data. This can be done with the help of the below-scribbled steps:
The user needs to first head to the employees tab, select My Payroll service, and choose send usage data.
In case you do not see this option, then move to the next step.
Here, you need to navigate to the employees tab and choose send payroll data.
Once done with that, in the send/receive payroll data window, choose to send all.
Further, enter your payroll service pin in case asked to.
In case it is successful, then try to update payroll again. If you still face the same issue, then proceed with the steps below.
You need to spot the stuck paychecks using the below steps:
At first, click on the edit tab and choose find.
Once done with that, select the advanced tab.
You now have to click on the detail level from the filter list in the choose filter section.
Also, click on a summary only.
The next step is to return to the filter list.
Further, scroll down to choose online status and also click on online to send.
Click on find and you will be able to see paychecks that weren’t sent to Intuit.
Note down the number of matches on the find window and move ahead with the onscreen steps.
Solution 6: Restore a different backup copy
In case possible, try to restore backup files in QuickBooks, preferably the initial one before the error showed up. The steps to be carried out for restoring a backup are:
Here you need to head to the file menu and opt for open or restore company in QuickBooks.
The next step is to click on the restore a backup copy option and also click on the next tab.
You now have to select local backup and click on the next tab.
Head to the system to find the backup company file resembling [Your Company name].qbb
Choose a folder to find where to store the restore company file and then click on open.
Avoid overwriting by renaming the existing company file.
Once done, click on the save tab.
At the end of this process, you have a new company file ready for your work.
Solution 7: Disable the antivirus temporarily To Fix QuickBooks Error PS038
In certain cases, the antivirus software might hinder the smooth working of the software by simply creating restrictions. In that scenario, you simply need to perform the below steps:
To start with, you need to open the start menu and look for the control panel.
Once done with that, open it and head to programs.
You will then have to scroll down to find your antivirus software.
The next step is to click on it and also click on the disable option.
Solution 8: Maintaining the accuracy of tax information
Under this process, you simply need to first reboot the system and reopen QuickBooks.
Once done with that, confirm that the account details are current and accurate. In case not, then make necessary updates.
You now have to install the most recent update for the payroll tax table.
Solution 9: Don’t keep the file on a network
Acertaining that your file is not present on the network is also essential. After which you will have to update the company file after disabling the antivirus and Windows firewall.
You now have to right-click and copy the company file from the server system.
And later on, transfer and paste it to the home screen of the system.
You can also disable antivirus and firewalls.
Also, update the new QuickBooks company file to the latest version.
And update payroll to the latest release and turn off cloud payroll services.
The last step is to send payroll data to release the stuck paychecks and toggle them.
Solution 10: Repair QuickBooks
Fixing QuickBooks can help you fix QuickBooks payroll error PS038 up to a certain extent. You can use the QuickBooks tool hub and Quick Fix My Program to repair QuickBooks and fix this issue. The steps involved here are:
Download the QuickBooks tool hub.
After that, open and install the downloaded QuickBookstoolhub.exe file.
And further, run the InstallShield wizards.
Now, accept the license agreement.
Within the QuickBooks tool hub app, select program problems.
And also click on quick fix my program. This will fix the issue up to a certain extent.
Now that you know what measures should be taken to eliminate this particular error in QuickBooks, it is believed that you might successfully be able to fix the issue. Just in case you are unable to rectify the error PS038 at any point in time, or if you need any sort of technical guidance at any point in time, then in that scenario, give us a call at +1-855-771-8085, and our certified QuickBooks ProAdvisors will assist you in getting rid of this issue permanently.
