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annafinanceuk
Level 1
posted
‎January 19, 2022 06:39 AM
last updated ‎January 19, 2022 6:39 AM

Customising Reports

Hi, does anyone know how to customise the body of the message that goes out with custom reports? NB I am not referring to sales invoices or statements, thanks

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1 Comment 1
Kurt_M
QuickBooks Team
QuickBooks Team
‎January 19, 2022 09:03 AM

Customising Reports

Hello there, @annafinanceuk. Let me help you with your query.

 

To customise the body of the message, open the report that you want to send.

 

Here's how:

 

  1. Go to the Reports tab, and then click on the report that you want to send.
  2. Click the Envelope icon beside the Printer icon.

 

image (23).png

 

     3. Select the Email button and then enter the necessary details.

 

image (24).png

       4. Once done, click Send.

 

I’ll be adding this article about how to Memorise reports in QuickBooks Online.

 

In case you have any additional QuickBooks related concern. Let us know by hitting the REPLY button below. I'll make sure to help you sort those out. Keep safe and Stay hydrated. 

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