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Level 1

Email expenses

How do I email expenses to CPA

2 Comments
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QuickBooks Team

Email expenses

You can generate a report to do this, Spelisek.

 

Pull up the Transaction List by Vendor report, and then filter the transaction type to show all the expense transactions.

 

Here's how:

  1. Click Reports on the left panel.
  2. Type Transaction List by Vendor in the search box.
  3. Click the Customize button in the upper right-hand corner.
  4. Maximize the Filter section.
  5. Check the box for Transaction Type.
  6. Choose Expense from the drop-down.
  7. Filter the Report period.
  8. Click Run report.

When the report is ready, you can now proceed with emailing it to the CPA. Just click the email (envelope) icon, and then click the Email button in the Print, email, or save as PDF window. In the Email Report window, enter the CPA's email address and click Send.

 

Please let me know if you need anything else.

Highlighted
Level 1

Email expenses

Nice answer! Thanks for your polite!

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