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September 7, 2022
Question

How do I email a copy of my P&L and balance sheet to someone else?

  • September 7, 2022
  • 1 reply
  • 3 views
No text available

1 reply

Adrian_A
Level 8
September 7, 2022

Good day, zeldag1984.

 

Emailing a report is an easy-peasy task. I've got the steps on how you can achieve this one.

 

Let me guide you with these steps:

 

  1. From the Reports tab, select the Profit and loss report.
  2. Click the Email icon.
  3. Select Email.
  4. Enter the recipient's name on the To field.
  5. Click Send.

 

Then, do the same steps to the Balance sheet report.

 

Browse this article if you want to send emails regularly: Set a schedule and email information report.

 

Keep me posted whenever you have other concerns about emailing reports.