Wednesday, April 8, 2015

How to Add Comments to QBO Reports via Management Reports

So today I was teaching the QuickBooks Online Cert Prep Series: Module 3, Reporting... We took a moment at the end to go over the awesome new 'management reports feature', and accidentally discovered an awesome way to make commented reports and send them out!

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: