Email: Is there a way to change the default email message when emailing a report?

The only way to change and keep the changes for the default text on an email that goes with a report in QuickBooks Online is to:

  • Open the desired report
  • Set the date range you want and do any other tweaks or customization for your customer​
  • Save the customization
  • Save to a customized group (optional)
  • Schedule the report
  • Customize the email template and schedule it

Lynda Artesani

Lynda Artesani is the president of Artesani Bookkeeping where she uses her expertise and organizational skills to help her clients thrive and become profitable. Lynda is a member of the Intuit Trainer Writer Network. She is an alumni member of the Intuit Advisory Board. Additionally, she is the first Expert Columnist for the QB Community forum. She is also a co-founder in a Facebook group called QB Community Live!