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Nice to have you joined this thread, @TTR20.
I'd be delighted to share some insights on how to ensure only your new treasurer will receive the email.
You'll want to ensure there is no email address entered in the Carbon Copy (Cc) field of your report. If you have, make sure it's not the email of your previous treasurer. Let me show you how:
- Go to the Reports menu in your QuickBooks Online (QBO) account.
- Select the Custom Reports tab.
- Find the report you'd like to schedule for email, and select the Edit link under the Action column.
- Select Set email schedule to turn it on.
- Set the email recurrence based on your needs.
- Enter the email information for sending the report.
- Click the Cc icon to open the Cc: field under the EMAIL INFORMATION section. Ensure the appropriate email is used.
- Then select Save to save the changes.
If this is not the case, I recommend deleting the email in the To: field and entering it again. Then, log out and log in from your account to refresh the system and for the changes to take effect.
When everything is settled, you might want to use this article for reference on how to access your reports outside QuickBooks: Export your reports to Excel from QuickBooks Online.
In case you need further assistance about emailing your reports in QBO, just tag me in your reply and I'll get back to you as soon as I can. It's always my pleasure to help you anytime. Have a great weekend ahead!