How to EDIT or SETUP the text in the Body section for the Email Report function

Hi there, @rc-gulfside.

You can change the text in the body section when sending a report. However, you'll need to manually edit it every time you send the report since the message varies from what report you open. You can follow these steps to edit the message in the body section of the email report. Here's how:

1. Go to the report you want to email.
2. Click the Email icon at the top of the statement.
3. Choose the Email button.
4. On the Body field, customize the message you want to attach in the report.
5. Hit Send to email the report.

If ever you want to set up a message on the report you want to email, you can use the scheduled report feature and set up the message in the body section.

In case you'll need help customizing a report, you can read this article for the steps: Customize reports in QuickBooks Online.

Please know that I'm always around here in the Community to help if you have additional questions. Take care and have a great day!

Has there been any update so the text in the default body can be edited for QBO email on client management reports?  If not, when might this be available to be done?

Thanks