Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
Anh Luu
January 11, 2019
Question

Invoice subject is changed when attaching file in Quickbooks

  • January 11, 2019
  • 10 replies
  • 56 views

Hi,

 

I have one question. When I record an invoice on QB, then attach a file on that invoice and sent it to our client, the name of the file is changed. For example:

- Original subject: 2018 12 Invoice to Tricentis - SOW 2

- Changed version: 2018_12_invoice_to_tricentis___sow_2

 

I have highlighted the changes above: Uppercase is changed to lowercase, spaces are replaced by underscores. This makes my original format not formal at all.

 

Is there any solution to keep the subject's format not changed?

 

Thank you.

10 replies

AlcaeusF
AlcaeusF
Level 14
January 11, 2019

Hello there, @Anh Luu.

 

Thanks for reaching out to us here in the Community. I'm here to help fix the issue you're getting with the invoice you sent to your client in QuickBooks Online (QBO).

 

I check if there's an ongoing issue about this but there isn't currently one. But don't you worry! I know a workaround that can help us isolate this.

 

Try logging into your QBO account using a different or a private browser. There are times that the browser is full of frequently accessed page resources, thus causing some errors and/or unusual responses.

 

Here's how to use a private browser:

 

  • On your keyboard, press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox or Internet Explorer).
  • Control + Option + P (Safari).

 

Once logged in, try to create an invoice and sent it to your personal email to check. For your reference, you can visit this article for more information: How to set up or change customer messages.

 

If it'll work, go back to your default browser and perform clear cache to remove temporary internet files on your computer. Before doing so, make sure to take note your saved passwords and URLs. Once done, here's a helpful article with the steps on how to do it: How do I clear my browser cache and temporary Internet files.

 

That's it! Give this a try and let me know how it goes by leaving a comment below. I'd be glad to answer should you have any follow-up questions. Have a great weekend.

    Anh LuuAuthor
    January 14, 2019

    Hi,

     

    I have tried sending an invoice to a client by another browser (Internet Explorer) but it doesn't make any sense at all. The file's name still has been changed. Please refer to the image attached for your clearer view. 

     

    Besides, not only I but my colleagues also suffer the same issue. 

     

    I really thought that this issue comes from Quickbooks system. Could you double-check and let me know what it is?

     

    Thank you.

    Alessandra_B
    Level 5
    January 14, 2019

    Hi @Anh Luu.

     

    As of now, QuickBooks Online automatically rewrites the file name of an attached file with underscores as separators instead of spaces.

     

    While there isn't an option to override this setting, I recommend sending feedback to our engineers. This is a great idea on how we can improve our product specifically on sending invoices. This way, they can check on it and consider this for our future product updates.

     

    If you have any other concerns, feel free to leave a comment below. The QuickBooks Community team is always here to assist you.

    Need QuickBooks guidance?
    Log in to access expert advice and community support instantly.
    Terms & ConditionsAccessibility statement