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August 10, 2023
Question

emailing journal reports

  • August 10, 2023
  • 1 reply
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Does anyone know how to email a journal report from the newly updated modern view?  there's a small envelope in the classic view but I can't find an option to email a report from the modern view 

1 reply

A
Archie_B
August 10, 2023

Hi there.

 

I'll be sharing some insights about emailing reports in QuickBooks Online.

 

As part of the beta test, the modern report view in QuickBooks Online is currently available to a limited number of users. That means a few new features are being introduced gradually in order to collect feedback and make necessary improvements before making the software available to all users and to ensure a smooth and seamless experience.

 

With that said, you can either switch back to the classic view to have it emailed or use the export option for your report and email it manually as a workaround.

 

We'd also love to hear your suggestions. I recommend sending feedback to our product development team so they can consider adding it to future updates.

 

Here's how:

 

  1. Go to the Gear icon at the top.
  2. Choose Feedback.
  3. Enter your comments or product suggestions. Then select Next to submit.

 

I'm adding this article as a future reference: Customize reports in QuickBooks Online. It provides steps on how to personalize reports in QuickBooks.

 

Let me know if you have other questions or concerns about reports. I'd be glad to help.

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