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NEW Connect to DBS IDEAL direct bank feeds Click here

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Replying to:
JasroV
QuickBooks Team

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Hello  there, @DanteFerrigno.

 

You'll want to save the report as a pdf. file and attach it to the email you sent. This way, you'll be able to track the reports you sent via email. Let me show you how.

 

In your QuickBooks Online (QBO) account:

  1. Go to the Reports menu.
  2. Search and open the report you want to send.
  3. Click the Email icon to open the print preview page.
  4. Select Save as PDF.

Once done, attach the pdf file to the email. You might also want to check this article that provides detailed information on how you can personalise your invoice: Add, customise, or remove logos on sales forms.

 

Please know you're always welcome to post here anytime you have other concerns. I'm always around to help. Keep safe!