Email address does not populate when sending REPORTS

Forum|Forum|9 months ago
October 3, 2025
1 reply
7 views

Can someone explain to me why in Quickbooks Desktop Enterprise, when I go to send a report such as an "Open Balance" report to a client, the email address for the client profile does not automatically populate? Instead it requires you close the report (often after you've customized it), then open and copy email address from the customer profile, then go back and generate the report, then paste the copied email address into the send window, then send. This is HUGELY inconvenient to constantly go back and forth between windows that don't let you switch between them, and should automatically insert the client's email address using the email report function.

QuickBooks Desktop

RazzieE

QuickBooks Team

I appreciate you taking the time to copy the email address when sending your reports, @bcunning12345.

To begin with, when sending a report, such as an Open Balance report, the email address from the customer profile does not automatically populate in the send window. This behavior differs from transaction forms like invoices or sales receipts, where the email field is pre-filled. That's because reports are generally designed for internal use, not customer-facing, so they don't link directly to the email addresses.

As a workaround, if you're trying to follow up on open balances, you can consider using automated payment reminders for invoices and statements.

Also, you don’t need to close the reports tab to access the email. QuickBooks Desktop (QBDT) supports multiple windows, allowing you to use the Window menu to switch between the report and the customer profile without losing your customizations.

If you have follow-up questions about reports in QBDT, don't hesitate to click the Reply button.

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded