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.

1. 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.
2. Once the report has appeared, click on the icon that resembles an envelope, as follows:

   

   Figure 11.30: Clicking the Email report icon

3. Click on the Email option, as follows:

   

   Figure 11.31: Selecting the Email report option

4. 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...