Want to change the subject line when emailing a estimate or invoice.

I want to change the subject line when emailing a estimate or a invoice.

Want the Estimate no. and die Customer name in the subject box.


Great to have you here in Community, user85451!

I can help you edit the subject line of your email.

You'll need to manually edit it every time you'll send an invoice or an estimate. After clicking on Save and Send when you're about to send the email, you can edit the subject to edit the invoice number and add your customer's name.

Currently, the automated way is currently not available in QuickBooks Online. 

We appreciate if you can send us feedback by clicking on the Gear icon and choose Feedback. This way we'll be aware of the things that we need to add and develop the product.

Keep me posted if there’s anything else you need, I’ll be around to help.

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People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

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