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cheri-g
Level 1

Is there a way to save the recipient emails when sending management reports? I send the reports to the same people monthly and would prefer to have it prepopulated?

 
1 Comment 1
MoiraskyeT
QuickBooks Team

Is there a way to save the recipient emails when sending management reports? I send the reports to the same people monthly and would prefer to have it prepopulated?

Currently, you need to manually enter the email address of your recipient for each email message you send, Cheri.

 

I suggest submitting a feedback request to our product development team. They will evaluate your suggestion and may consider implementing a feature that automatically saves your recipient's email address when sending management reports.

 

Here's how to submit your request:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Tap Next to submit.

 

Additionally, for more information on managing reports, you can refer to the following articles:

 

 

If you have any questions or need further clarification about sending management reports, please don't hesitate to reply to this thread. We are here to address all your concerns.

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