Emailed Reports

[JBG117]

I need to get a sales report to the bookkeeper every day, like the one that gets emailed to me as the owner of the account. How do I add a person/email to the reports that automatically get emailed every day.

[Donnie-M]

@JBG117 You can set up an account for the person with very few permissions and then turn on the reports under the account and settings in your online dashboard.  Otherwise, you can set up in most e-mail clients an auto forwarder in your e-mail to send it to the accountant.

[JBG117]

Thank you!