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October 28, 2022
Question

When emailing a report to a contractor, is there a way qbo can pull the email address of a contractor into the recipient field?

  • October 28, 2022
  • 1 reply
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1 reply

October 28, 2022

I'm glad to see you in the Community, mdonald-locumsfo.

 

Currently, the option to automatically display the contractor's email address in the recipient field is unavailable. That is why you'll have to manually enter the email address. 

 

You can learn more about personalizing the data on your statement, emailing one, and sending automated custom reports in this article: Customize reports in QuickBooks Online.


Additionally, this resource also includes topics that will help you complete vendor-related tasks like processing vendor credits, managing money-out payments, and creating an expense, bill, or check: Community guide.


If you require further assistance with managing reports or other product-related concerns, leave a comment below and tag my name. I'll get back to you as soon as I can and answer them. Have a great rest of the day and stay safe.