Email: Is there a way to change the default email message when emailing a report?

The only way to change and keep the changes for the default text on an email that goes with a report in QuickBooks Online is to:

  • Open the desired report
  • Set the date range you want and do any other tweaks or customization for your customer​
  • Save the customization
  • Save to a customized group (optional)
  • Schedule the report
  • Customize the email template and schedule it

Lynda Artesani

Lynda Artesani is the president of Artesani Accounting. Her firm specializes in working exclusively with the legal industry. She is passionate about helping her attorney clients migrate to modern cloud-based systems and become future-ready.​ ​ She is a Top 100 ProAdvisor, an alumni member of the Intuit Advisory Board and a member of the Intuit Trainer Writer Network. She also runs a Facebook group and a private group called The Accountant's Law Lab. It is a place where members can learn how to work with attorneys and law firms. Lynda lives in Southwest Florida. She is a registered yoga teacher and in her free time, you will find practicing yoga or walking on the beach.​