Did you know you can automatically email monthly reports to your FBC and Accounting team?  Automating your reports helps ensure consistent communication and saves time each month.

Here’s how:

• Run and customize your report (for example,  Profit & Loss – Cash Basis) and click Save Customization.
• Go to Reports → Custom Reports.
• Select your saved report and choose Create a Schedule.
• Set the frequency, enter your FBC’s and [email protected] email, choose the file format (Excel, PDF, or CSV), and save.

Set it once and let QuickBooks handle the rest!