I need to send reconciliation report and balance sheet to my board of directors... re: pdf / email ...

Hi tomglo34,

Sending reports to your Board of Directors helps maintain transparency in the work environment. The good thing is QuickBooks makes it simple to generate and export these reports. I'd be excited to share more information on how you can accomplish this on your end.

Since you'd like to take the email route, I suggest following the steps below to email your Balance Sheet:

1. Go to Reports on the left-hand menu.
2. Open the Balance Sheet Report.
3. (Optional) You can press on the Customize button at the top of the page to filter the information that's shown on the report.
4.  At the top-right of the report, you'll see four small icons.

• Envelope: This icon will allow you to email this information. Click on this option to send the report as an email. 
• Printer: This icon will allow you to print the report.
• Up Arrow: This icon will allow you to export the data to Excel or PDF.
• Gear: This is the report settings. You can change the Display density.

      5.You'd have to take a different approach when dealing with the Reconciliation Reports. 

The Reconciliation report in QuickBooks Online is one of the few reports that can't be directly exported to Excel. To manually export this data, do the following:

1. Highlight the information on the report.
2. Right-click and copy the information.
3. Open Excel and right-click and paste the information.
4. Adjust the column widths for the format of the Excel report to show all the information.
5. Select Save.

Once you've followed the steps above, you can send the file as an email outside of QuickBooks. You can also print the report by clicking the printer icon displayed at the top of the report.  Here are some key points to take note of when dealing with a Reconciliation Report:

• This is a static report. If information within your company has changed, that change will not reflect on this report, but will affect all others within QuickBooks Online.
• The balance on this report is the balance of all the reconciled transactions, while all other reports show account balance based on posted transactions (Note: Transactions are reported as posted the moment you save them within QuickBooks Online).
• Reconciled transactions are those with the status R listed within the bank or credit card register.

You now know how to print and export reconciliation reports. In case you need more info on how to view the reconciliation report, please follow the steps in this article here. Feel free to ask other questions. I'm here to steer you in the right direction.