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Other questions
We appreciate the time you took to contact us regarding this matter, mdmason.
Based on our records, the investigation (INV-87997) is still in progress. This means that our engineers are actively looking for a permanent solution to address the issue with the customer names when emailing invoices.
If you haven't yet, please contact our phone and chat support teams. They will request your contact details to include you in the list of affected users. Once you're on the list, we'll send you an email notification as soon as the issue is resolved.
Here's how to reach out to them:
- Go to the Help menu in the upper-right hand corner to open the QB Assistant window.
- Type in "talk to a human", then press Enter.
- Click Contact Support Team, then provide a short description of your concern.
- Press Enter once again.
- Select No, I still need help, then choose Contact Support Team.
- Look for the Chat option and click on it.
These articles also provide further instructions on how to include additional details or personalize sales transactions:
- Add, Customize, or Remove Logos on Sales Forms
- Add Custom Fields to Sales Forms and Purchase Orders in QuickBooks Online
You are always welcome to reply or contact us anytime you need assistance with QuickBooks. Our team is always available to guide and support you.