Hi there, bjshearer. You can save and email reports as PDF documents, making them easy to share with your customers and vendors. Here's how: Display the report you want to save or email.Go to File, select Print Report, and then click the PDF button to save it as PDF.You can also go to File and select E-mail Report as PDF to email it as PDF. I also have these articles to share for additional guidance and reference: Export Reports as Excel Workbooks in QuickBooks DesktopCustomize Reports in QuickBooks Desktop for Mac You can always reply to me or post questions in the Community if you need help again. We're always here to guide and assist you.

Hours

Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST

Product support & help

Need help signing in?

bjshearer

Question

How do I send a financial report as an attachment to an email?

Forum|Forum|5 years ago
May 28, 2021
2 replies
33 views

No text available

QuickBooks Desktop for Mac

JenoP

QuickBooks Team

Hi there, bjshearer.

You can save and email reports as PDF documents, making them easy to share with your customers and vendors. Here's how:

Display the report you want to save or email.
Go to File, select Print Report, and then click the PDF button to save it as PDF.
You can also go to File and select E-mail Report as PDF to email it as PDF.

I also have these articles to share for additional guidance and reference:

You can always reply to me or post questions in the Community if you need help again. We're always here to guide and assist you.

JenoP

QuickBooks Team

Hi bjshearer,

Hope you’re doing great. I wanted to see how everything is going about emailing reports as attachments. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

Sign up

Login with SSO

Let's get you signed in

Login with SSO