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October 19, 2020
Question

I like to forward my invoices to my auditor last month invoices once at a time

  • October 19, 2020
  • 1 reply
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1 reply

October 19, 2020

I've got you covered today, shameem.

 

You can run an Invoice List report, filter it to show last month, export, and send it to your auditor. I'll show you how to do it:

 

  1. Go to Reports.
  2. Enter the Invoice List on the search bar.
  3. Filter the Report period to Last Month.
  4. Hit Run report.
  5. Click the Export icon.

Once done, you can manually email it to your auditor. You'll want to visit this article to learn more about emailing sales forms like invoices in QuickBooks Online: Email and customise sales form.

 

Another option is to save the invoices as PDF and send them to your auditor.

 

Here's how:

 

  1. Go to Sales from the left menu.
  2. Select Customers at the top, then the appropriate customer name.
  3. Find and select the sales form you want to download to view the transaction.
  4. Click Print or Preview.
  5. On the upper right of the PDF preview screen, select the Download icon.
  6. Browse to your desired location, then select Save.
  7. To go back to your transaction, select Close.

Then you can email it to your auditor. Here's a detailed article to help you download the invoices and other sales forms as PDF: Download and save invoices, other sales forms, and statements as PDF.

 

Feel free to visit this link where you can gain more tips and articles for future use: Welcome India customers to Global Community.

 

I'll be right here if you have further questions. Keep safe and have a good one.