I’m in the same exact boat and actually shocked that this feature is not available. I manage marketing services for roughly 28 companies monthly and then have another 16 that need one-off services at least 10-15 times a year and I have to manually enter their company or personal name in the invoice’s message each time.

In my opinion the lack of this feature defeats the purpose of having an “automated invoicing option.” I mean if I can’t have specific customer related fields automatically generated in messages, is it truly automated? Because of this I have to manually send invoice message every month. I’ve considered sending general messaging without including their name, but my business approach is successful in part for having a personable approach. Little things like that add up.

I work in several email marketing programs from Sendy (open source) to Gmail mass email services, even Excel can do thus; ALL of these provide the ability to autofill using first name, company name or really any other specified tag as a key feature. It’s almost a mandatory and required feature for any program that offers the ability to communicate with multiple customers.

Does QuickBooks ever hire third-party developers, I’d bet my developer could at least give some insights, if not knock it out for QB. It might sound silly but I’d love to help make this happen so business owners can utilize this basic common sense feature.

The inability to auto-populate a customers Company Name or First Name in the message is really the only reason I’d ever consider looking at other solutions, aside from that I’m happy with everything else.

When looking at some of the more advanced features that QB offers it baffles me that something as simple as this is taking so long to add.

I keep my fingers crossed though, I don’t want to move services over something that I know QuickBooks is capable of adding to their “automated” capabilities.