Level 1

Emailing reports - how to set up to work

Need helping with getting reports emailed 

QuickBooks Team

Reports and accounting

Hi there, @bb.

 

I'm here to help email reports in QuickBooks Desktop (QBDT).

 

If you're referring to emailing individual reports in QBDT, you can open the report and click on the E-mail menu beside Print. You can either send the reports as Excel or PDF.

  1. Click on Reports at the top menu bar.
  2. Select the report you want to open.
  3. Click E-mail on the reports page.

If you're referring to emailing the scheduled reports, you may check this article for the detailed instructions/steps: Set up and modify Scheduled Reports.

 

Stay in touch if you have any other concerns about emailing reports in QBDT. I'm always here to help!