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rf5882
Level 1

Can I email a report to someone

How do I email a report to someone?

1 Comment 1
JanbonN
QuickBooks Team

Can I email a report to someone

Yes, rf. Depending on whether your report is in the classic or modern view, you can either click the envelope icon or select the ellipsis and choose 'Email Report'.

 

Here’s how to do it using the classic view:

 

  1. Go to Reports and select Standard reports.
  2. Access any report by typing its name in the search field.
  3. Click the Envelope icon located next to the Printer icon.
  4. Click the Email button and enter the required details.
  5. Once done, click Send.

 

For the modern view, here’s what you need to do:

 

  1. Go to Reports and select Standard reports.
  2. Open any reports by typing it's name in the search field.
  3. Click the ellipsis icon beside the Save button and select Email report.
  4. Enter all necessary details.
  5. Once done, click Send email.

 

To enhance your QuickBooks experience, consider collaborating with our QuickBooks Live Expert Assisted team. These financial professionals specialize in streamlining processes and providing tailored advice to meet your business's unique needs.

 

You can memorize your reports to save your customization for future use.

 

Please return to this thread if you need further assistance managing your reports.

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