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Jan 10, 2023 9:25 AM UTC
Solved

financial report

Every 2 weeks we receive an email headed 'Open Invoices', with an excel spreadsheet attached that contains all our outstanding invoices. At present this goes to 4 people, we want to remove one person from this mailing list. How do we do this? I rang Quickbooks support about this a while ago but didn't get any clarification. 

GeorgiaCAnswer
Jan 10, 2023 10:17 AM UTC

Hi beth-edwards, you can manage the permissions of the report by navigating to reports > custom reports > edit > view the 'To:' field under email information 👩‍💻

1 reply

GeorgiaCAnswer
Jan 10, 2023 10:17 AM UTC

Hi beth-edwards, you can manage the permissions of the report by navigating to reports > custom reports > edit > view the 'To:' field under email information 👩‍💻