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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
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:
3. Select the Email button and then enter the necessary details.
4. Once done, click Send.
I’ll be adding this article about how to Memorise reports in QuickBooks Online.
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