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Adrienne1234
Level 1

Adding Dynamic Field options

Hey!

I am wondering about adding options to the dynamic field choices.

I would LOVE for when I email out monthly Statements, for QB to automatically fill in the [Month] and the [Year] into the subject line and the actual email, so I don't have to type it in INDIVIDUALLY to every email any longer.  I know there has to be a place, I just can't find it.

Please, Please, Please enlighten me! 

Thank you!

 

Solved
Best answer May 01, 2020

Best Answers
ReyJohn_D
QuickBooks Team

Adding Dynamic Field options

I'm glad to have you here in the Community, @Adrienne1234.

 

At this time, the option for adding an auto-fill month and year custom field when emailing your statements isn't yet available in QuickBooks Desktop.

 

 However, you're able to add a design or a layout such as a header, column, footer, etc. to a specific statement. Please refer to this article for more information about the process: How to customize statements in QuickBooks Desktop.

 

On the other hand, we share recent events and future improvements in our blog. This way, you're able to get the latest news about QuickBooks and what our Product Care Team is working on. You may visit this site to learn more: https://quickbooks.intuit.com/blog/.

You'll also want to know how to customize reports in QuickBooks Desktop to personalize the details for your reports: How to customize reports in QuickBooks Desktop.

 

Also, you're also able to save this customized report in QuickBooks Desktop. Read through this article on how to do it: How to Memorize reports in QuickBooks Desktop.

Leave a comment below if you need anything else. I'll be here to help. Take care and have a nice day!

View solution in original post

2 Comments
ReyJohn_D
QuickBooks Team

Adding Dynamic Field options

I'm glad to have you here in the Community, @Adrienne1234.

 

At this time, the option for adding an auto-fill month and year custom field when emailing your statements isn't yet available in QuickBooks Desktop.

 

 However, you're able to add a design or a layout such as a header, column, footer, etc. to a specific statement. Please refer to this article for more information about the process: How to customize statements in QuickBooks Desktop.

 

On the other hand, we share recent events and future improvements in our blog. This way, you're able to get the latest news about QuickBooks and what our Product Care Team is working on. You may visit this site to learn more: https://quickbooks.intuit.com/blog/.

You'll also want to know how to customize reports in QuickBooks Desktop to personalize the details for your reports: How to customize reports in QuickBooks Desktop.

 

Also, you're also able to save this customized report in QuickBooks Desktop. Read through this article on how to do it: How to Memorize reports in QuickBooks Desktop.

Leave a comment below if you need anything else. I'll be here to help. Take care and have a nice day!

View solution in original post

Adrienne1234
Level 1

Adding Dynamic Field options

That's what I was afraid of.... :(

Thank you so much for taking your time to answer my question tho!

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