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lindagrimm4
Level 1

How do I forward journal entry via email to my partner's accountant?

 
2 Comments 2
Fiat Lux - ASIA
Level 15

How do I forward journal entry via email to my partner's accountant?

Utilize the exporter tool to export your JE to a CSV file and send it to your accountant

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Hope it helps.

JenoP
Moderator

How do I forward journal entry via email to my partner's accountant?

Good day, lindagrimm4.

 

We're unable to email journal entries to accountants from QuickBooks Online. You'll want to add the accountant as a user in QBO so they can log in review transactions in your account. 

 

Here's how:

 

  1. Go to Settings ⚙ and select Manage users.
  2. Proceed to the Accounting firms tab.
  3. Click Invite.
  4. Complete the required fields and click Save.

Here's an article about inviting for more details: Invite or remove an accountant.

 

There's also a Journal Report in case you want to review the journal entries that you've created in your account. Just go to the Reports menu and look for Journal

 

You can tag my name in your reply or visit the Community again if you have other questions. 

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