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liz-ostarastudio
Level 1
posted
‎August 12, 2022 12:47 AM
last updated ‎August 12, 2022 12:47 AM

On emails, my full banking details aren't showing. And I'm battling to change this. On the emails that go out, it shows automatically at the bottom.

At the bottom of an email reminder, there is a section of the text, a note, that automatically appears with all emails. Currently, I use it to state my banking details. However, I need to update the banking details. And I can't find where to edit this. Please assist.
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1 Comment 1
Angelyn_T
QuickBooks Team
QuickBooks Team
‎August 12, 2022 02:49 AM

On emails, my full banking details aren't showing. And I'm battling to change this. On the emails that go out, it shows automatically at the bottom.

Welcome to the Community, @liz-ostarastudio. I can help you with modifying the bank details on your email reminders.

 

The email message depends on the details added to the Reminders settings. Thus, you can go to the Accounts and Settings window to update the bank information. You can follow these steps as your guide:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Go to the Gear icon, then click on Account and settings.
  3. Go to the Sales section, then tap on Reminders.
  4. Update the data under Default email messages for invoice reminders.
  5. Hit Save, then Done.

 

After that, try sending a reminder with the updated bank details.

 

Once your client pays the invoice, get ready to record the payment. You may use this link as your reference: Record invoice payments in QuickBooks Online.

 

Please feel free to leave a comment below if you have any other questions while sending email reminders in QBO. I'm just a post away to help. Have a good one!

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