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michaelwigham
Level 1

Hi, I’ve just started using QuickBooks. Can I create a report to send to my accountant showing income, expenses etc with attachments like receipts and invoices?

 
3 REPLIES 3
IntuitLily
Moderator

Hi, I’ve just started using QuickBooks. Can I create a report to send to my accountant showing income, expenses etc with attachments like receipts and invoices?

Let me give you a warm welcome to the Community, @michaelwigham.

 

You can certainly upload files and share them with your accountant in QuickBooks Online. Before everything else, you'll need to add him/her as an accountant user first to access the My Accountant portal wherein you can send and share files.

 

The detailed steps for the invite are outlined in this article: Invite or remove an accountant.

 

Your accountant will receive an instruction email from us to get started with accessing your company. Once done, you can now share and upload documents if you go to the My Accountant menu. You can check this out for more information: How to use the My Accountant tab.

 

Also, when sending reports, you can just click on the Email icon at the top of your report and send it to your accountant. I've attached a screenshot for your reference.

 

 

 

 

Know that I'm here to provide further assistance if you need it. I want to help however I can. Have an amazing weekend!

Captain2601
Level 1

Hi, I’ve just started using QuickBooks. Can I create a report to send to my accountant showing income, expenses etc with attachments like receipts and invoices?

Good afternoon @IntuitLily InuitLily! 
Thank you for your reply to @michaelwigham - I was hoping to follow up on his question regarding the possibility of exporting a report with the receipts attached at the end? 

Many thanks!

Fraser 

 

Ashleigh1
QuickBooks Team

Hi, I’ve just started using QuickBooks. Can I create a report to send to my accountant showing income, expenses etc with attachments like receipts and invoices?

Hello, Captain2601, 

 

Thanks for commenting on this thread, 

 

There is no way of exporting reports with receipts attached at the end. 

 

It would be a case of exporting the reports and then exporting the receipts separately out.