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Email a report

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.

To do this task
  1. Go to the Reports menu and choose the report you want to email.
  2. Click E-mail, then click:
    File goes here
    File goes here
  3. In the Edit E-mail Information window, enter the e-mail details:
    • Enter recipient addresses in the To, Cc, or Bcc field(s), separating multiple addresses with commas(,) or semicolons(;).

      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.

    • Make sure your company's email address is entered in the From field.
    • (Optional) In the Subject field, change the text.
    • (Optional) In the Email Text area, change the text to suit your needs for this particular e-mail.
  4. Click Check Spelling to check all of the text.
  5. Click Send Now to email the report.

Note: To change the default text and other settings for all emailed reports, click Edit Default Text.

You can set defaults for the Bcc email address, the Subject line, and the text for emailed reports by clicking Edit Default Text and entering information on the Company Preferences form. If you want to receive a copy of the report you are emailing, enter your own email address in the Bcc field.
To do this task
  1. Go to the Reports menu and choose the report you want to email.
  2. Click Email, then click:
    File goes here
    File goes here
  3. Use your email program to:

    1. Check the email address in the To field.

    2. If other people should receive a copy of the report, enter their email addresses in the Cc or Bcc fields.

    3. If needed, change the email message so that it is appropriate for the recipient.

      How do I edit the default email message for reports?

    4. 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.

  4. When the email is ready, send it to the recipient.

See also

KB ID# H_EMAIL_REPORTS
9/26/2016 12:02:50 AM
PPRDQSSWS404 9138 Pro 2017 7459d8