Skip to main content
March 28, 2021
Question

I want to send income made for 2020 via email to my accountant to file my taxes. How do I do this?

  • March 28, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Lourdes-Fernandez
March 28, 2021

Good morning bnglocks-icloud-

I hope your weekend is going well so far! Depending on your subscription type your reports list will be slightly different.

If it is just a income report that is needed there are various of Summary report we can send through:

Reports Tab- Sales and Customers section.

Once you found a summary report that will be the best fit for your accountant, we can email this report from inside the report itself. Directly above the top-right hand side of the title of the report, you'll notice an envelope icon. This will quickly email it to your accountant.

Before we send, make sure you scroll up and check the date filters because QBO will go directly to the report, so what we want to do is scroll up from the report and set the proper date range etc.

Customize reports in QuickBooks Online
https://quickbooks.intuit.com/learn-support/global/manage-teams/customise-reports-in-quickbooks-online/00/383066

Reports included in your QuickBooks Online subscription
https://quickbooks.intuit.com/learn-support/en-ca/reports/reports-included-in-your-quickbooks-online-subscription/00/499819

If you have any further questions or concerns please do not hesitate to reach back out. Have an awesome rest of your Sunday!

Kindest Regards,
Lourdes Fernandez