Question about Intuit QuickBooks Pro 2007 Full Version (299116)

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I am a property manager. How do I email my Quickbooks Pro 2007 files to my clients who don't have Quickbook? I finally resolved it by printing all of my transactions I had done in 2008 with my client's properties and snail-mailed them to him. Is there a way to save them and send them as PDF files or as MS office files?

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Hi deanroussel,

First off, if the client doesn't have Quickbooks, then sending them the files wouldn't do them a whole lot of good right? So, what I would do, is when your run the report in Quickbooks, look for the excel icon, click that icon, and it will send the data to excel in a really nice format for the client to review. This is probably the best way, because most people have excel, and it's create a rather small file to send to them.

Best of Luck

Mark

Posted on Jan 16, 2009

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