Your client, George's Graphic Design, insists on doing all the QuickBooks Online entries himself, but with some guidance from you. In fact, he has not even given you access to his QuickBooks Online company. You have persuaded him to send you a spreadsheet version of the report Ask My Accountant, which is a listing of all the transactions posted to his Ask My Accountant suspense account for the week. Then, you add your comments and instructions for corrections into the last column and send it back to him.
What is George's best option for sending you the Ask My Accountant
Your client, George's Graphic Design, insists on doing all the QuickBooks Online entries himself, but with some guidance from you. In fact, he has not even given you access to his QuickBooks Online company. You have persuaded him to send you a spreadsheet version of the report Ask My Accountant, which is a listing of all the transactions posted to his Ask My Accountant suspense account for the week. Then, you add your comments and instructions for corrections into the last column and send it back to him.
What is George's best option for sending you the Ask My Accountant Excel report out of QuickBooks Online?
-Create the report every week, export it to Excel and email from Excel
-Create the report every week and email it as an Excel spreadsheet
-Save the report as a Custom report, edit it and set email schedule to weekly. Check Attach the report as an Excel file
-Save the report as a Custom report, run it every week, export it to Excel, save the spreadsheet and attach it to an email message from the email client
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