Providing the best experience with the product is what we aim for, knixon.
The option to send reports to employees with client names in encrypted e-mail is unavailable in QuickBooks Online (QBO). If your preference is sending coded files to clients, we'll need to do it outside the program like saving and sending in a secure e-mail as you normally do.
We can also use a third-party application to encrypt them where we have a lot of it on our website that you can check. Just find the apps that are compatible with QuickBooks at this link: https://quickbooks.intuit.com/app/apps/home/. We can also do it in QBO by following the steps below:
- Go to Apps on the left side menu.
- Search for the app in the Find apps to streamline your work field.
- Look for the app that supports the Batch Invoicing feature.
Any questions about integrating the app into your Online account are best handled by the third-party app provider. For more tips and other resources, you may visit our page in managing your business in QuickBooks: QBO Self-help articles.
I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one.
