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August 2, 2023
Question

Hi a customer has requested a end of tax year summary but I'm unable to email.him one because of the privacy of the program?? Help.please

  • August 2, 2023
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1 reply

August 2, 2023

Hi blaire-craddock-,

 

Thanks for posting in the Community!

 

You can use the Export report option in QuickBooks Online. Then, attach and send the report using your own email. Here's how to export reports in QuickBooks Online:

 

  1. Go to Business overview and select Reports.
  2. Search for and select the report you want to export.
  3. At the top of the report, select the Export icon. Then select Export to Excel.
  4. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

Once done, attach the report and send them from your business or personal email.

 

You can also check this link to learn more about: Customise reports in QuickBooks Online.

 

Keep me posted if you have other QuickBooks concerns or questions. I'll get back to help you the best that I can.