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February 18, 2024
Question

How do you put a note at the bottom of a donor statement? It appears in the body of an email but not on the bottom of the statement.

  • February 18, 2024
  • 1 reply
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1 reply

February 18, 2024

We appreciate you for reaching out here in the Community, sosborn. Let me share some details about the added notes and how they show up on email.

 

Our system generates and puts the added notes onto the description part of the sent statements. Moreover, the option to put those notes separately and place them at the bottom section of an email is not yet available.

 

Thus, please know that our developers are working towards improving our product for the benefit of its users. With this, I'd suggest sending feedback to our Engineering team so they can consider adding this feature in future updates.

 

To do so, we can follow the steps below:

 

  1. Log in with your QuickBooks Online (QBO) account.
  2. On the Gear Icon (), click Feedback.
  3. Enter your product comments and suggestions, then select Next to submit.

 

Additionally, I've added an article to help you personalize your sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to reply to this thread if you have more statements or another QuickBooks-related query. We're one click away. Have a great day!