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Level 2

Hi, we received an email from your system every month - A/R aging, and we want to change the contacts that received that email. could you please guide us how to do this?

 
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Highlighted
Moderator

Hi, we received an email from your system every month - A/R aging, and we want to change the contacts that received that email. could you please guide us how to do this?

I'd be glad to assist you today, meital-bergman.

 

Changing the contacts when emailing the A/R aging report is quick and easy. Allow me to show you how.

 

  1. Click Reports in the left panel.
  2. Go to the Custom reports tab.
  3. Look for the specific report and click Edit.
  4. From the Custom report screen, go to Email Information and change the contacts from there.
  5. Hit Save and close.

You can get more information about the schedule report feature in the following article: Set schedule and email information for a memorized report

 

I've also added our page about reports and accounting to check other reports that you might find interesting.

 

Please get back to me if you need additional assistance. I'd be more than willing to lend you a hand. Keep safe, always!

Highlighted
Level 2

Hi, we received an email from your system every month - A/R aging, and we want to change the contacts that received that email. could you please guide us how to do this?

Thank you for your help.

What if the report that sent to our management is not sending from my account but I ask to change the emails that received the report. Can I change the email address?

We would like a small group from our company will receive the A/R report.

Thank you

Highlighted
QuickBooks Team

Hi, we received an email from your system every month - A/R aging, and we want to change the contacts that received that email. could you please guide us how to do this?

Hi there, @meital-bergman.

 

Yes, you'll have an option to change the email address in A/R Aging Detail report in QuickBooks Online.

 

Go to the Custom report and in the Email Information, you can edit the email address from there.

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In case you need help and related links in the future, feel free to read our help articles.

 

If you have any other questions please let me know. I'm always glad to help any way I can.

 

 

 

Highlighted
Level 2

Hi, we received an email from your system every month - A/R aging, and we want to change the contacts that received that email. could you please guide us how to do this?

A/R reporting

Hi, we talked last week and our problem is still pending.

We want to change the people in our company that receive the A/R report from the Quickbooks, you explained to me that I need to go to "Custom report", but I'm not the owner of this report, I'm not the one who created this report, so this report is not part of my "custom report", I can't see this report in my list. When I get into the report by searching him, I'm not able to change anything when I press "Edit". The person who created the A/R Report is no longer works in our company and his user closed.  

Can you please help us to change the users that receive the A/R report in our company? 

Thanks,

Highlighted
Moderator

Hi, we received an email from your system every month - A/R aging, and we want to change the contacts that received that email. could you please guide us how to do this?

Hey there, meital-bergman.

 

Thanks for getting back to us. Let me help you further in changing your email contacts. To be able to edit the custom report, if you're the Master Admin of the account, you'll need to delete the user who created the report and start over to change the contacts who'll receive the email.

 

To delete the user, here's how:

 

1. Click the Gear icon at the upper right corner and choose Manage Users.2. On the right side of the user's name, select the drop-down  beside Edit and hit Delete.3. Confirm you want to delete the user by selecting Delete again.
4. You'll receive an email confirming the deletion.

 

Once deleted, you can create a custom report using your access and add the new email contacts. However, if you're not the master admin, you ask the admin to perform the steps above to complete the process.

 

You can get more details about deleting type of users as well as what a user can do in the following articles:

 

Feel free to get back to me if you still need help. I'd be glad to provide you additional assistance. Have a good one.

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