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May 31, 2020
Question

How to automatically email a custom report through PDF and not excel file?

  • May 31, 2020
  • 1 reply
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1 reply

Adrian_A
May 31, 2020

I'm here to share some information when emailing a custom report, vallejofjp.

 

In QuickBooks, we can only schedule to email a report using HTML or Excel file. That said, I'd suggest searching for a third-party app that can email a report through PDF. 

 

You can look for one by going to this page: apps.intuit.com.

 

I've also added this article for more information when emailing a report: Set schedule and email information for a memorised report.

 

Reach out to us if you have further questions. Have a great day!