Easy Tech TutsHow to Change QuickBooks Email Template Easily 2026
By Impran M N
The emails your business sends through QuickBooks — invoices, estimates, payment reminders — are part of your brand's first impression, so a generic default template is worth customizing. This guide covers navigating to the templates section and adjusting the layout and content. It's aimed at small business owners who want more consistent, professional client communication.
01Navigate the email template section
Find the settings area in QuickBooks where email templates are managed.
02Customize content and layout
Edit the wording and structure of the template to match your business's tone.
03Brand your emails
Add your logo, colors, or consistent messaging so the email matches your other materials.
04Set up automated emails
Configure the template to send automatically for invoices or payment confirmations where appropriate.
Frequently asked questions
Can I have different templates for invoices and reminders?
Yes, QuickBooks typically allows separate templates for different email types like invoices and payment reminders.
Will customizing the template affect existing sent emails?
No, changes apply to future emails sent, not ones already delivered.
Can I add my logo to the email template?
Yes, branding elements like a logo can typically be added to keep emails consistent with your business identity.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
