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September 10, 2023
Question

How to send automatic money receipt confirmations

  • September 10, 2023
  • 1 reply
  • 0 views

Is there a way to automatically send money receipt confirmations through bank reconciliations and rules from the system?

 

Thank you

1 reply

September 10, 2023

It's our pleasure to have you here in the Community space, Lidia.

 

Before anything else, we'd like to thank you for allowing us to help you with your concern. We aim to provide concise information to help our customers address their queries. Please know we recognize the importance of having this option available inside QuickBooks Online (QBO) and that this can give your company an advantage.

 

Upon checking here on our system, the option you're trying to access is unavailable. However, we can help you send a feature request to our Product Development Team so they can evaluate your suggestion and consider it for future program updates. We'll gladly write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the top right-corner, click the Gear icon.
  3. Select Feedback and then enter your comments or product suggestions.
  4. Once ready, click Next to submit feedback.

 

Additionally, here are some articles that can help you manage bank transactions, know more about reconciling an account, ensure your data stays accurate, and add more details to your report inside QBO:

 

 

We want to improve your experience when using the program, Lidia. If you need assistance managing bank transactions, we've got you covered and help you again. Feel free to visit us anytime. Stay safe, and have a nice day!