1. Create management report packet in QBO
2. Export report packet to Word
3. Add comments with the 'review' and 'add comments' features in word
4. Send to whoever as a PDF from Word.
5. Revel in your awesomeness!
I was holding out on the info so that I could write a blog post, which is really hard to find time to do this time of year.... but my AWESOME friend and colleague Mr.Woody Adams made a sweet little video clip to demonstrate!!!
Check it out: