Include Customer Name in Subject Line - QB Desktop

Thanks for reaching out to the Community, Bagya1111.

To create new email templates, your administrator will need to provide you with full access to company preferences.

Here's how:

1. In the top menu bar, go to Company, Set Up Users and Passwords, then Set Up Users.
2. Highlight an appropriate user and click Edit User....
3. When your Change User Password and Access window displays, hit Next.
4. Tick the All areas of QuickBooks option.
5. Press Next, choose Yes, then select Finish.
   

Now you'll have permissions to create new templates for emailing forms:

1. In your top menu bar, go to Edit, Preferences, Send Forms, then access Company Preferences.
2. Use the Email Templates drop-down list to pick Invoices/Statements.
3. Click Add Template, then enter your customer's name in its SUBJECT field.
4. Select Save, then OK.
   

I've also included a couple detailed resources about working with user permissions and customizing email templates which may come in handy moving forward:

• Set Up Users & Roles
• Create Custom Email Templates

I'll be here to help if there's any additional questions. Have a lovely day!

We followed your instructions and we tried MANY different combinations of <NUM> <CUSTOMER NAME> but QB is simply not putting Customer Name into Subject line.

FYI QB only allows these pre-set fields from the dropdown (screenshot below), it doesn’t allow us to edit the dropdown in any way or add in our own fields (like CUSTOMER NAME) into the Subject or Body of email.

Hey there, @Bagya1111. 

Thanks for reaching back out to us. Let me share some insight on this subject. 

If the instructions my colleague gave didn't help, then there isn't a way to do this within your account the route you'd like. I'll send your feedback to our Product Developers so they can consider this in the future. 

Keep up with what's new in the product by reviewing your Blog site. 

Don't hesitate to ask any other questions or concerns that you may have. I'm only a post away if you need me. Take care! 

Dear Team,

Today, I started working on "Inventory Adjustment" by selecting Inventory --> Adjust Quantity/Value on Hand.

As i am new with Inventory works, I had shared the screen with my trainer via GMeet. Then started inputting the values by viewing the Inventory Excel File (shared with me by my WH). I was using "Alt + Tab" to switch over QB screen and Inventory Excel file. 

At one point of time, hour glass symbol occurred and the Inventory Adjustment got saved automatically in mid-way.

Could you please guide me with the cause and preventive measures?

Thank you.

Regards,

Bagya

Hi there, Bagya1111.

I admire you for coming back to the thread to add further matter while running QuickBooks Desktop. With this, I'll be sharing some information to ensure that you can perform your adjustment accurately. 

When you adjust your inventory quantity or value in QuickBooks Desktop, it does not save automatically. Unless you accidentally press the CTRL + S or you click the Save and Close button. If this is the case, you'll have the option to reopen the Inventory Adjustment page and continue where you left to finish the process.

Here's how:

1. Click the Vendors menu at the top.
2. Choose Inventory Activities. Then, Inventory Canter.
3. Choose the Item that you've adjusted the quantity.
4. Select the Inventory Adjust in the Transactions tab. Then, double-click it to expand the page.
5. Enter the necessary details and make sure the information is correct.
6. Click Save & Close.

On the other hand, once Inventory Adjustment got saved automatically without clicking any button mentioned above, I suggest running the  Verify and Rebuild Data Utilities to get this sorted out. The Verify Data utility identifies any potential data damage issues that might've caused unusual behavior. While the Rebuild Data utility repairs damaged data in your company file. Before this, you'll have to secure a backup copy of your company file. 

To Verify data:

1. Go to the File menu.
2. Scroll down to Utilities.
3. Select Verify Data.
4. Click OK.

To Rebuild Data:

1. Go back to the File menu.
2. Choose Utilities.
3. Select Rebuild Data.
4. Click on OK when you get the message Rebuild has completed.

For further details, you can refer to this article: Verify and Rebuild Data in QuickBooks Desktop.

Lastly, you may refer to this article to see steps on how you can look at your inventory status reports and make sure everything looks good: Adjust your inventory quantity or value in QuickBooks Desktop.

Please let me know if there's anything else you need about Inventory Adjustment in QuickBooks. I'll be around to help you out. Have a great week ahead!

It's 2023 and you still can't do it.  It's not about admin access, it's an issue of QBO making it available to use, which they have not.  We're not allowed to address our customer name in the subject via a template form because QBO says so.