How to Create Default Templates for Emailed Forms in QuickBooks
You can set both in Edit > Preferences > Send Forms. The QuickBooks Email option is on the My Preferences tab. The default templates for emailing forms is on the Company Preferences tab.
Make sure to bcc yourself on the default templates so you’ll know the forms were successfully sent.
This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.