You can email reports directly from QuickBooks. When you email a report, the recipient receives it as an attached PDF or Excel file. When the recipient views or prints the report, it will look just like the report you see and print in QuickBooks.
How do I decide between To, Cc, and Bcc?
Addresses you enter in the To and Cc fields will be seen by recipients, but no one will see addresses you enter in the Bcc field.
Note: To change the default text and other settings for all emailed reports, click Edit Default Text.
Use your email program to:
Check the email address in the To field.
If other people should receive a copy of the report, enter their email addresses in the Cc or Bcc fields.
If needed, change the email message so that it is appropriate for the recipient.
How do I edit the default email message for reports?
To attach other forms to this email, create a PDF of each form you want to send to this customer and attach it to your email.
When the email is ready, send it to the recipient.
Troubleshoot email problems