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Wibill
Level 2

Is there a way to save email addresses when sending reports from QBO?

I send reports to the same people every week and I manually type their email addresses in the To: and Cc: fields. Is there a way to create an address book or save their email addresses so I don't have to type them manually each time?  I know this can be done for sales forms but can't find a way to do it for reports.

15 Comments 15
AileneA
QuickBooks Team

Is there a way to save email addresses when sending reports from QBO?

Hi there, @Wibill

 

Thank you for reaching out to the Community. Yes, you're correct you can save an email address in the Sales forms. However, sending reports to their email address automatically is unavailable in QuickBooks.  

 

I’ll send this feature request on your behalf for consideration in future product updates. To keep you in the loop about the latest news and product releases, please visit this site: Firm of the Future

 

If you want to check all updates, go to the Product & Industry News menu to select QuickBooks Product Updates. From there, you’ll see tabs with different topics. 

 

The Community has your back. If you have further questions or concerns about saving an email address, please know I’m always ready to answer you. Have a good one!

Wibill
Level 2

Is there a way to save email addresses when sending reports from QBO?

Thank you for the reply.  I would be happy if I could even just have a contact/address list from which I could pull an email address, or an autofill feature which predicted addresses to which I have sent previous reports. Do you know if anything like that is possible.  Thanks again.

FritzF
Moderator

Is there a way to save email addresses when sending reports from QBO?

Thanks for getting back to us, @Wibill.

 

In QuickBooks Online (QBO), the ability to autofill email addresses when sending reports is currently unavailable, as mentioned by my colleague above.

 

However, if you're sending the report to your customers or vendors, you can run the Customer/Vendor Contact List report and export it to Excel so you'll have a list of their email addresses. Here's how:

 

  1. In QBO, go to the Reports menu at the left pane to get to the Standard reports page.
  2. Type Customer or Vendor Contact List in the search field and select it in the drop-down to open.
  3. Click the Export button at the top right between the Gear and Print icon.

 

On the other hand, if you're not sending it to your customers or vendors, you can create an Excel spreadsheet and enter their email addresses manually as a workaround.

 

Just in case, I'll add these articles for future reference:

 

 

Reach out to me in the comment section below if you have any other questions or concerns. I'm always here to help. Have a good one!

JackieWen
Level 1

Is there a way to save email addresses when sending reports from QBO?

Thank you for trying to help. I have the same issue: there are co workers I need to emial reports to frequently, so I'd like to be able to save their email address to save time and typing errors. I was hoping if I saved their email address with their employee info it would work, but no such luck. 

Clairice
Level 1

Is there a way to save email addresses when sending reports from QBO?

Please do this quickly!   VERY ANNOYING!

Naners
Level 1

Is there a way to save email addresses when sending reports from QBO?

I have the same issue......just wanted to join the group and let you know!

cb2000
Level 1

Is there a way to save email addresses when sending reports from QBO?

Please add this function ASAP, it's very frustrating to re-type the email for each report!

AY2029
Level 2

Is there a way to save email addresses when sending reports from QBO?

This function need to be set up as it is very very frustrating not to be able to scroll down and select the email you need.  This should be a basic function that should have been done years ago.

We use QB to save time and to type out emails every time is not saving time at all and real annoying.

 

Tow
Level 1

Is there a way to save email addresses when sending reports from QBO?

I have the exact same issue. Is there an actual date as to when this will be an option? As looking back on all the comments people have been asking since the beginning of 2020 and yet this basic function as yet to be added. It also does not save the emails sent under sent emails under the specific vendors.

I spend $500 a month on Quickbooks Enterprise and I am beginning to be very annoyed by the limited functions you actually have and this being one of very many. 

I am starting to look into different programs that have more functions.

For example setting up a vendor you have to go to 5 different places to add info when it should just auto populate in all the fields it belongs to. You should have to go into Vendor.

 


@Wibill wrote:

I send reports to the same people every week and I manually type their email addresses in the To: and Cc: fields. Is there a way to create an address book or save their email addresses so I don't have to type them manually each time?  I know this can be done for sales forms but can't find a way to do it for reports.




MariaSoledadG
QuickBooks Team

Is there a way to save email addresses when sending reports from QBO?

We always want to make sure to improve all our products so we can give the best experience for your business needs, customer, Tow.

 

That's the reason why we always want your suggestion posted so we'll know where to start. We may not be able to provide you an exact time frame on when this will be implemented but rest assured that our product team is doing their best to include your suggestions on the next scheduled update. 

 

For current updates, you might want to visit the QuickBooks Blog website to see what's new. You may also want to browse these helpful articles for additional information.

 

Reach out to us if you need anything else about QuickBooks. As always, we're always here to answer your need. Have a great one!

Larry6181
Level 1

Is there a way to save email addresses when sending reports from QBO?

Why is this so hard to implement.

 

I have same need / want for this feature to have an email address book in qbo

TimeWise-Jo
Level 2

Is there a way to save email addresses when sending reports from QBO?

It is incredible frustrating that this "feature" has not been implemented yet.  It really is a very basic function - I too have to email the same reports to the same people on a weekly basis and manually typing in the addresses is time consuming and prone to typing errors.

Ethel_A
QuickBooks Team

Is there a way to save email addresses when sending reports from QBO?

Greetings, @TimeWise-Jo.

 

This isn't the kind of impression I'd like you to have. Let me share a workaround with you to be able to save the email addresses when sending reports from QBO.

 

I'd recommend you save the report as scheduled. This way, you'll be able to save the email under Custom Report. 

 

Here's how:

  1. From the left menu, open Reports.
  2. Run the report that you need to send. Then, click Save Customization.
  3. Hit Save, then close the report.
  4. Go to the Custom Report tab.
  5. Choose the report you want to save as scheduled, then, click Edit.
  6. Turn on the Set an Email Schedule.
  7. Click Save.

In the meantime, stay tuned to our Community page for new product updates and releases.

 

I'm always around to help if you need further assistance about saving customer's email address. Have a great day.

TimeWise-Jo
Level 2

Is there a way to save email addresses when sending reports from QBO?

I have already looked into this and it's not a helpful workaround.  I have a bunch of tasks I have to complete before I can send the report which is due at a certain time of the day each week (ahead of client's management meeting).  I cannot set a time for the report to be emailed as far as I can see. 

I'd like to be able to save email addresses for a report, choose from a drop down list or or at least have QBO guess the email address for employees (which are saved in their employee record) as they are typed in.  Lots of people need this same feature, and we just get the same workaround given.  You haven't even given any indication if this is on your development roadmap.  

LollyNino_C
QuickBooks Team

Is there a way to save email addresses when sending reports from QBO?

Thanks for getting back to us, @TimeWise-Jo.

 

I know how imperative it is to be able to save email addresses when sending reports. While this option is unavailable, I'd encourage sending feedback. This way, our product engineers are able to work on it as soon as possible. 

 

Here's how: 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

Also, you can visit this page to find the recent product updates: https://feedback.qbo.intuit.com/.

 

You may also want to browse these helpful articles for additional information.

 

The Community got you covered if you have any other concerns. Just visit us here, and we'll make sure you're taken care of. Have a good day!