Hi there, AR08.
Let me provide another solution so your receiver can see the additional text when sending forms in QuickBooks Desktop (QBDT).
If you're using the Inset Field to put a dynamic data field, make sure they match the prefilled options. These use real data from the form, like the customer name or due date, to fill out the field.
If you're getting the same results, I'll let you contact our QuickBooks Desktop Live Team. That way, they can do screen sharing with you and check what's causing the text not to appear on the receiver's end.
You can get a call or chat from us. Here's how:
- Open QuickBooks.
- Go to Help, then select QuickBooks Desktop Help/Contact Us.
- Select Contact Us.
- Give a brief description of your issue, then select Continue.
- Sign in to your Intuit account, click Continue, then Continue with my account.
- If you don't already have an account, make sure to Create a new account.
- We'll email you a single-use code. Enter your code and select Continue.
- If you have more than one account, select the account you want to use, then Continue.
- Select to chat with us or Have us call you.
And, in case your emails aren't using your new template, here's how to fix it: Learn what to do if emails aren't using a template you created.
Get back to me on how the contact goes or leave a comment below if you have additional questions. I'm always around to help you.
