Skip to main content
October 14, 2022
Question

How do I share profit and loss reports?

  • October 14, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

October 14, 2022

Good day, orionbloedorn-gm.

 

I'd be glad to show you how to share profit and loss reports in QuickBooks Online (QBO). 

 

Sending reports from QuickBooks Online is an easy way. Here's how:

 

  1. Click on Reports on the left-side Navigation Bar.
  2. Search the Profit and Loss report.  Then, click to open it.
  3. Customize the report to show the data you need. 
  4. Click on the Email icon on the top toolbar of the report screen.
  5. Click the Email button in the print preview screen to email the report to a customer. 

     

I’m adding some resources to help you in the future. These articles contain information about customizing financial reports: Customize reports in QuickBooks Online

 

Stay in touch with me if there's anything else I can help with sending reports in QBO. I'll be around in the Community to help you out.