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Level 1

QB setup

1.    I have 4 online bank/creditcard accounts synced to QB.  One keeps getting unlinked. I have linked it numerous times, but each time I need to start again, cause it's not there.

 

2.    How can one adjust the format for:

     a.  what we put in the Message for Invoice box in the Invoice?

     b.  the email message that goes to the Customer when we attach the Invoice as a PDF?  That format is large, and kinda 'in your face', we should have the option to re-format it per our own style.  

 

Thanks much!

Solved
Best answer 02-01-2019

Accepted Solutions
QuickBooks Team

Re: QB setup

I appreciate your effort in linking your bank/credit card accounts in QuickBooks Online, natalie6.

 

It's possible that your bank is updating their connection which makes it a little unstable. It would be helpful if you'll provide me the name of your bank. Also, I'd like to ask if you've encountered an error.

 

Temporarily, you can manually download the bank transactions and upload them to QuickBooks Online.

 

Regarding your second question, we can't make a default message in the message invoice box. I'd suggest setting a default email message instead.

 

Here's how:

  1. Go to the Gear icon.
  2. Under Your Company, click Account and Settings.
  3. Select Sales.
  4. In the Messages section, select your preferred setting.
  5. Click Save.
  6. Click Done.

Lastly, the email message that is sent to your customer is the default format in QuickBooks Online. I'd suggest sending feedback to our engineers so they can include it to their future updates. You can send it directly to them by clicking the Gear icon, then choosing Feedback.
 

You can always get back to the Community if you need help.

View solution in original post

3 Comments
QuickBooks Team

Re: QB setup

I appreciate your effort in linking your bank/credit card accounts in QuickBooks Online, natalie6.

 

It's possible that your bank is updating their connection which makes it a little unstable. It would be helpful if you'll provide me the name of your bank. Also, I'd like to ask if you've encountered an error.

 

Temporarily, you can manually download the bank transactions and upload them to QuickBooks Online.

 

Regarding your second question, we can't make a default message in the message invoice box. I'd suggest setting a default email message instead.

 

Here's how:

  1. Go to the Gear icon.
  2. Under Your Company, click Account and Settings.
  3. Select Sales.
  4. In the Messages section, select your preferred setting.
  5. Click Save.
  6. Click Done.

Lastly, the email message that is sent to your customer is the default format in QuickBooks Online. I'd suggest sending feedback to our engineers so they can include it to their future updates. You can send it directly to them by clicking the Gear icon, then choosing Feedback.
 

You can always get back to the Community if you need help.

View solution in original post

Level 1

Re: QB setup

 

Thanks Joyce, this was most helpful!!

Anonymous
Not applicable

Re: QB setup

Hi there, @natalie6.

 

Thanks for your response. I'm glad the steps provided by my colleague has been helpful.

 

If you have additional questions about your online bank accounts, please don't hesitate to reach out again in the Community. We're always here to help.

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