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J
J-9
February 27, 2022
Question

Receipts

  • February 27, 2022
  • 1 reply
  • 0 views

How can I set a new default message on my receipts (I don't want to have to re-type it on every single one)?

1 reply

T
Trish_T
March 1, 2022

Hi J-9,

 

Welcome to Community!  Customizing your forms in QuickBooks Self-Employed can be accomplished in just a few steps.  I'll be happy to help!

 

When you set a default message it will be applied to all forms moving forward.  Here's how to set a new default message:

 

1. Log into QuickBooks Self-Employed in a web browser

2. Open Invoices from the menu

3. Select the Create invoice option

4. Make the necessary changes

6. Hit Save when complete

You're all set!

 

If you require additional assistance, contact our QuickBooks Self-Employed support.  They'll be happy to work with you independently and ensure you're able to successfully meet your QuickBooks goals!

 

Please feel free to reach back out with other questions.  We'd be glad to assist!

 

 

 

J
J-9Author
March 1, 2022

Hi, thanks for your reply, however, changing the message on invoices and saving it for the future was not my question. I would like to know how to change the message on receipts and save it for the future. Could you please assist me with this?  

Jen_D
Jen_D
March 1, 2022

Thanks for reaching out to us again, J-9.

 

The automatic entry of receipt messages is currently unavailable in QuickBooks Self-Employed. The receipts doesn't have a customizable setting or preference, so we're unable to apply modifications to them.

 

We recognize the need to have this option in QuickBooks Self-Employed. For now you need to enter them manually in the program. 

 

We also want to make sure this gets to our developers, so we encourage you to log your suggestion. Follow the steps below in your QBSE account:

 

  1. Tap the Assistant icon on top of the account.
  2. Type Feedback then press Enter.
  3. Click on the Add a feature option.
  4. Type your feedback then press Enter again on your keyboard. 

 

Let me know if there's anything else you need help with QBSE concerns. I'll be right here to assist your self-employment questions any time. Have a good one!

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