I created a report for one of my customers. I would like to email it to them but I don’t know how. Can you help me?
You can email reports as two types of attachments: individual Adobe PDF files or Excel workbooks.
If you want to set Outlook as your default email, select Edit > Preferences > Send Forms from the menu bar. Select the My Preferences tab where you can set the default email application to be QuickBooks or Outlook. You can also choose from other email providers.
To email a report, follow these steps:
1. From the open report, click Email and choose whether to Send Report as Excel or to Send Report as PDF.
2. If a security message displays, indicating that sending information over Internet email is not secure, click OK to continue or click Cancel.
3. If you are using QuickBooks email (as you would email and invoice), click Send Now and QuickBooks transmits the email for you.If you are sending the report through Outlook, add your email address and any additional comments to the email. Click Send when you’re done. You are returned to your QuickBooks data file, and the email is stored in your Outlook sent folder.