QB Issue Resolution:

I appreciate your effort in linking your bank/credit card accounts in QuickBooks Online, natalie6.

 

It’s possible that your bank is updating their connection which makes it a little unstable. It would be helpful if you’ll provide me the name of your bank. Also, I’d like to ask if you’ve encountered an error.

 

Temporarily, you can manually download the bank transactions and upload them to QuickBooks Online.

 

Regarding your second question, we can’t make a default message in the message invoice box. I’d suggest setting a default email message instead.

 

Here’s how:

  1. Go to the Gear icon.
  2. Under Your Company, click Account and Settings.
  3. Select Sales.
  4. In the Messages section, select your preferred setting.
  5. Click Save.
  6. Click Done.

Lastly, the email message that is sent to your customer is the default format in QuickBooks Online. I’d suggest sending feedback to our engineers so they can include it to their future updates. You can send it directly to them by clicking the Gear icon, then choosing Feedback.

Resolution for Issue '1. I have 4 online bank/creditcard accounts synced to QB. One keeps getting unlinked. I have linked it numerous times, but each time I need to start again, cause it’s not there. 2. How can one adjust the format for: a. what we put in the Message for Invoice box in the Invoice? b. the email message that goes to the Customer when we attach the Invoice as a PDF? That format is large, and kinda ‘in your face’, we should have the option to re-format it per our own style. Thanks much!' available: Yes (Solved).
Source: Intuit Community forum.

1. I have 4 online bank/creditcard accounts synced to QB. One keeps getting unlinked. I have linked it numerous times, but each time I need to start again, cause it’s not there. 2. How can one adjust the format for: a. what we put in the Message for Invoice box in the Invoice? b. the email message that goes to the Customer when we attach the Invoice as a PDF? That format is large, and kinda ‘in your face’, we should have the option to re-format it per our own style. Thanks much!: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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