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Putneygirl
July 15, 2022
Question

Changing email subject line when sending invoices

  • July 15, 2022
  • 1 reply
  • 0 views

Once upon a time, I entered my business name in Quickbooks as:

 

XXXX・XXXX・XXXX 

 

Unfortunately, Quickbooks can't doesn't appear to be able to render the symbol "・", so all my invoice emails get sent out as being from:

 

XXXX ? XXXX ? XXXX 

 

This obviously looks really really unprofessional. I have tried manually changing the subject line of every single invoicing email I send out, but it still sends with the question marks.

 

I have tried to find where I originally entered the business name, but no luck.

 

Please can someone help me out?? Otherwise I think I am going to have to change to a different platform/app. Just too many problems not being able to customise things or change errors.

 

I'm ever hopeful someone on here will be able to help out!

 

Thanks.

 

1 reply

S
SarahannC
July 16, 2022

Hello there, Putneygirl.

 

The business name you enter into QBSE is based on the personal data you've provided. You can change your company's information in by following these steps

 

  1. Log in to your QBSE account.
  2. Go to the Settings menu.
  3. Choose Intuit account to open the Intuit Account Manager.
  4. Select Personal Info.
  5. In the Name field, enter your new business name.

 

Also, you can edit the company name in the invoice. Here's how:

 

  1. Select Invoices on the left panel.
  2. Select the Edit button after opening the invoice.
  3. Change the name by clicking Edit work info from there.
  4. Once finished, select Save.

 

I see and understand of having this option available. We can submit a product request inside QuickBooks Self-Employed account to use the correct format of your business name. Our developers will review your suggestions and might consider them for future updates. Here's how:
 

  1. Go to Assistant.
  2. Select the I need help button.
  3. Enter Send Feedback in the Text field.
  4. Choose Add a feature. Enter your suggestion.
  5. Click Send.

 

You'll want to read this article for more details about the program: QBSE FAQ.

 

Visit again if you have more concerns about managing your company and invoice details. Stay safe, Putneygirl

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