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chayaleah1980-gm
Level 1

How do i email a report? I don't see the option.

 
1 Comment 1
MadelynC
Moderator

How do i email a report? I don't see the option.

I can help you, @chayaleah1980-gm.


The Email option is located beside the Print icon when you open a report. QuickBooks Online uses an envelope icon form so users can easily determine the meaning behind the figure.


Here’s how:

 

  1. Go to the Reports menu.
  2. Enter/select the report that you want to email in the Search field.
  3. Click Customize, then filter the needed information.
  4. Press Run report.
  5. Besides the Print icon, click the Envelop.
    Capture.PNG
  6. Select Email at the bottom part.
    Capture.PNG


You might want to set a schedule and email information for a memorized report in QuickBooks. This allows you to send reports on a regular and recurring scheduled time.


I’ll be here if you need further assistance with reports. Just add your reply below. Always take care!

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