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