Sending reports via email
QBCU
5.2.2
Sending reports via email involves the same steps required to export reports to Excel and PDF format.
- Click on Reports on the left menu bar, make sure you have selected the right reporting group, and choose the report you wish to send.
- Once the report has appeared, click on the icon that resembles an envelope, as follows:
Figure 11.30: Clicking the Email report icon
- Click on the Email option, as follows:
Figure 11.31: Selecting the Email report option
- The following window will appear:
Figure 11.32: Completing the required fields to email the report directly from QBO
The following is a brief description of the fields that need to be completed:
- To: Enter the email address of each recipient in this field. You can enter multiple email addresses by putting a comma (,) in-between each one.
- CC: Enter the email address for each recipient...
