How do I transfer my reports to my CPA?

I'm here to ensure your QuickBooks Online experience is as seamless and straightforward as possible, Ytruesdell. Let's explore the best options for transferring your reports to your CPA, so you can focus on growing your business.

In QuickBooks Online (QBO), you can effortlessly export your reports as PDFs or Excel files and send them to your accountant. It provides a quick and efficient way to share the necessary information with your CPA.

For detailed steps, here's how:

1. Navigate to the Reports menu.
2. Select the report you wish to share.
3. Use the dropdown menu in the Export icon to choose Export as PDF or Export as Excel.
4. Download the file to your computer, then attach it to an email to send to your CPA.

 I've provided a screenshot for your reference:

If your accountant uses QuickBooks Online, consider inviting them to access your reports directly. It can streamline communication and enhance collaboration.

Here’s how to do it:

1. Go to the Gear icon and select Manage Users.
2. Choose the Accountants tab.
3. Enter your accountant's email address, then select Invite. Follow the prompt to verify your account.

Additionally, I'll share these articles to help you categorize various segments of your company so that you can maximize the value of your financial reports:

• Customize reports in QBO
• Run reports by class in QBO
  
  

I'm always here to help you stay on top of your finances and help your accountant get the insights they need from your QuickBooks reports. Hit the Reply button or start a new thread in the Community space anytime. Together, we’ll ensure you have everything you need for a successful financial journey!