Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How to email a custom profit and loss report to my accountant from my mobile device

 
1 Comment
QuickBooks Team
QuickBooks Team

How to email a custom profit and loss report to my accountant from my mobile device

Thanks for checking in with us. Let me guide you on how you can email your report to your accountant, saycheese.

 

We can run the Profit and Loss report on your mobile device and export it to Excel. Just log in via web browser to email the custom report to your accountant. Let me show you how:

 

  1. Sign in to your QuickBooks Online account in a web browser. 
  2. Click Reports on the left menu.
  3. Enter Profit and Loss in the search field.
  4. Tick the Export icon drop-down and choose Export to PDF.
  5. Tap the Email button.
  6. Enter your accountant's email address in the To field.
  7. Press Send.

 You can create customized reports to get the data that matters to you most. You can also export them to Excel if you want to use your reports outside of QuickBooks. 

 

Feel free to visit our Reports page for more insights about creating and managing your reports o your account.

 

I hope that this response finds you with a smile. Keep me posted if you need anything else in QBO related. I'm always here to ensure your success. Have a great day ahead. 

Need to get in touch?

Contact us