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the-beautyroom
Level 1

how to i get the balance sheet to send to accountant?

 
1 Comment 1
MichaelaS
QuickBooks Team

how to i get the balance sheet to send to accountant?

You can email the balance sheet report directly from QuickBooks Online (QBO) or export it through Excel or PDF file and manually email it to your accountant, Beauty.

 

Please change the reporting period before sending it to your accountant. Here's how:

 

  1. Go to the left panel and click the Report menu.
  2. From the Standard Reports tab, search the Balance Sheet report.
    download ni 04.png
  3. On the Balance Sheet report page, you can click on the icons for Email or Print or select the Export dropdown.
    download ni 01.png
  4. For the Email button, enter your accountant's email information, along with the subject and body of the email.
  5. Hit the Send button.

download ni 02.png


For additional information, you can also invite your accountant to QuickBooks so they can review your books, make corrections, and collaborate on any issues. Please refer to this article for detailed steps:
Add accountant users.

 

Financial reports in QuickBooks give you tons of great info about your business. Thus, you can filter these reports to display specific accounts and customers and format the layout to ensure that the correct data appears in the appropriate places using the customization function. Check this article for guidance: Customize reports.

 

Please let us know if you have any other questions or need further assistance accessing your reports.