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C
circlestar
March 19, 2024
Question

Autofill Memo field with the Description Box Information

  • March 19, 2024
  • 1 reply
  • 0 views

Does anyone know if there is an option to have the information that is entered into the Description box auto copy and fill into the Momo field? We are having to enter , save, go back into, edit , and copy and paste from the Description field into memo and its a lot of wasted time.

1 reply

E
Erika_K
March 19, 2024

I recognize the convenience of having the option to autofill the Memo field with the Description box information, star. 

 

Currently, this feature isn't available in QuickBooks. However, we would love to hear your suggestions about having this functionality and recommend submitting a feature request. This way, we can enhance your experience with the program, and will be shared with our Product Development team.  

 

Here's how:  

 

  1. Go to the Help option.
  2. Choose the Send Feedback Online option.
  3. Select the Product Suggestion option. A pop-up window displays.
  4. Enter your feedback suggestion.
  5. Click the Send Feedback button. 

 

Here's an article you can refer to learn on how to email sales forms to your customers: Email sales forms, invoices, and statements in QuickBooks Desktop.

 

Please let me know if you have more questions about managing your sales transactions by clicking the Reply button. I'll be here to lend a hand. Keep safe always.   

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