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December 8, 2020
Question

I need to send reports by e-mail to my clients. How do I set up the e-mail address in quickbooks please

  • December 8, 2020
  • 1 reply
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1 reply

DivinaMercy_N
December 8, 2020

QuickBooks makes it easy to email reports, @Grayghost65

 

I'm here to guide you with the process. Here's how:

 

  1. In QuickBooks, go to the Reports menu.
  2. Look for the report you want to send and click it to open.
  3. Select the Email icon. 
  4. Hit the Email button.  
  5. From the Email Report window, enter your client's email addresses and tap Send

 

Here's the article that will provide more info about the steps: Run reports in QuickBooks Online

 

Also, in QuickBooks Online, you can memorise your report and send it by email on a recurring schedule. For more details, please see this article: Set schedule and email information for a memorised report

 

Keep me posted here if you have further concerns about emailing reports in QuickBooks. I want to ensure your success. Thanks for coming to the Community and take care.