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New Member
October 17, 2023
Question

Edit body of emailed reports

  • October 17, 2023
  • 1 reply
  • 18 views

See screenshot - how can I edit the default body of emailed reports? 

There is clearly an option somewhere since this is the default for all of our emailed reports, I need to change it.

 

Thank you,

Megan

1 reply

ShyMae
QuickBooks Team
October 17, 2023

I appreciate you providing a screenshot of your concern, @megangracedavi.

 

Setting your preferred body message as the default when emailing your reports isn't available in QuickBooks Online (QBO). In the meantime, you can edit the body message manually when sending email reports.

 

Let me guide you on how to edit it. Here's how: 

 

  1. Go to Reports.
  2. Choose the report you want to send from the Find the report by name dropdown. 
  3. Click the email icon.
  4. Select Email, and this opens up the Email Report window.
  5. From the Body column, click and delete the message.
  6. Type in your preferred body message. 
  7. Once done, click Send

 

If you still can't edit your body message, I recommend using a private browser. You can use these keyboard shortcuts: 

 

  • Ctrl + Shift + N for Google Chrome
  • Ctrl + Shift + P for Firefox
  • Control + Option +P if you're using Safari.
  • Ctrl + Shift + P for Microsoft Edge.

 

For future reference, I'll be adding these articles to help you customize your transactions and reports in QBO: 

 

 

If you have further questions about your reports or other QBO features, please reply below. I'm always here to help you. Keep safe!