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February 12, 2025
Question

Memo When Emailing Receipts or Bills

  • February 12, 2025
  • 1 reply
  • 0 views

Please bring back the subject line memo in receipts! I finally nailed down a system for emailing receipts to QuickBooks, and I would put all the pertinent info in the subject line of the email (vendor name, date, invoice number, invoice or receipt amount, and customer name, and any other helpful info that may not be on the receipt itself). This was important because the information doesn't automatically populate in all the fields, or sometimes the digits were read incorrectly (or not at all). It was perfect because this subject line would show up in the memo section of the receipt or bill, so it was right there where I needed it.

Well, as of maybe a couple weeks ago, presumably after one of the myriad updates, this disappeared!! I am really hoping it's a glitch because it was immensely helpful, and I don't understand why it got taken away if it was a conscientious decision. Please please please bring it back. I've gotten used to little updates messing me up in one way or another, and working around it...but I don't really want to find another workaround for this.

Thanks.

1 reply

MorganB
February 12, 2025

Hi there, akbkpr.

 

Thanks for posting here in the Community. I'm happy to point you in the right direction for the subject line memo for receipts in QuickBooks Online.

 

As an initial troubleshooting step I recommend clearing the browser cache. The cache collects frequently used data to make loading web pages quicker and easier. If it becomes too full it can cause certain viewing and performance errors within the system. Here's how to get this done in Chrome for example:

 

1. At the top right, click More (three vertical dots).
2. Click More tools and then Clear browsing data.
3. At the top, choose a time range. To delete everything, select All time.
4. Check the boxes next to "Cookies and other site data" and "Cached images and files."
5. Click Clear data.
 

The following article provides similar steps for other browsers: Clear cache and cookies to fix issues when using QuickBooks Online

 

If the field doesn't return, you may consider submitting feedback to the Product Development Team. This is the best way to make your requests known and the developers often use great suggestions like yours for upcoming upgrades and releases. Leaving feedback can be done directly through your account by clicking the Gear icon in the top right corner, then Feedback.

 

Please don't hesitate to drop a comment below if you have any other questions. I'll be here if you have any other questions.