Question

The owner of the business asks you to setup QuickBooks to automatically email him a specific report on a regular basis (i.e. weekly or monthly). How would you do this?

Answer 1

To set up QuickBooks to automatically email a specific report, follow these steps: select the report, memorize it, set the interval and start date, enter the recipient's email address, and save the settings.

Step-by-step explanation:

To set up QuickBooks to automatically email a specific report on a regular basis, follow these steps:

1. Open QuickBooks and select the report you want to send.
2. Click on 'Reports' in the top menu and then select 'Memorize Report'.
3. In the 'Memorize Report' window, enter a name for the report and select the interval (weekly, monthly, etc.) and the start date for the automatic email.
4. Check the box next to 'Automatically send email' and enter the recipient's email address.
5. Click 'OK' to save the settings.

Now, QuickBooks will automatically generate and email the selected report to the owner of the business based on the specified interval and start date.