Sending balance sheet info by e-mail?

Jul 13, 2006 19 Replies

I run the accounts for an Internet group and want to send key members a balance sheet every quarter. Can anyone please suggest how I can do this using QB Regular 2006



Many thanks for your assistance.



Cheers



Richard


I don't know what "Regular" can and can't do, but here are things to look for:

File/Save as PDF or Export to Excel

Another option is to get "pdf Factory" and print to that printer which will will create a pdf file.

If this explanation was too brief, let me know and I'll elaborate.

Look up Balance Sheet in the help files to learn where they can be found in your version.

In his posting of Fri, 14 Jul 2006, Allan Martin writes

That's not the problem, how to send it is though. I find that the export as an Excel doc works OK though I had hoped that there would have been a pdf facility.

Cheers

Richard

In his posting of Fri, 14 Jul 2006, Joanne writes

Dear Joanne

Thanks for your suggestion but sadly there does not seem to be the facility to do this as a pdf however I have found that exporting it as an Excel document does the job.

Cheers

Richard

I did not read the subject line of your post, only the body. My version has an e-mail report option if it did not then I would print it as a PDF file and attach it to an e-mail.

Or get CuteFTP for free.

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or "PDF Factory" for free or for $50 to register.

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In his posting of Fri, 14 Jul 2006, Peter Saxton writes

No need I already have...so how do I get say a balance sheet into Distiller from QB? Not obvious to me!

Cheers

Richard

Print to Adobe PDF printer.

In his posting of Fri, 14 Jul 2006, scfundogs writes

OK but I do not have this option at present so I would appreciate if you or someone could explain how I can set up Distiller to work with QB.

Thanks

Richard

Why do you keep saying Distiller? Use Adobe Acrobat!

You're not going to get Distiller to work with QuickBooks because QuickBooks doesn't use Postscript files.

Why would you need distiller? When I print it gives me the option of choosing the printer. Far over on the left is Adobe Acrobat to the left of the hp4100, HP Laserjet III and others.

Choose Adobe Acrbat and poof.....you've got a pdf file.

Apparently CutePDF should be an option there too but for me it never showed up.

Distiller is a part of Adobe Acrobat. When you install it, it inserts Abobe Acrobat distiller. (Appanrently for some pages on the web you need distiller to produce a PDF file.)

I thought Distiller is only for printing postscript files.

I don't think you do have it or you'd have the printer. Distiller isn't Acrobat, its of the same family, often packaged with it, but still a different app.

If you only have Distiller then you can't because Distiller makes PDFs from a postcript *file* You can't save a QB report to a .ps file unless you can get there via Excel. Some versions of Distiller, if memory serves, can make PDFs from Office files. If your version can do that then export the report to Excel & save. Open Distiller and tell it to make a PDF out of the Excel file.

If you can't do the above then just get one of the free PDF programs out there like CutePDF (assuming its still free) so you'll have a PDF Printer.

In his posting of Sat, 15 Jul 2006, scfundogs writes snip

OK Everyone many thanks for your advice. I have now reinstalled Acrobat which I think also has Distiller...I have the pro version and loo and behold I see it as a printer as expected. Job done.

Cheers

Richard

When I installed Adobe Acrobat, the installation resulted in AA becoming one of my printer choices. Anytime, in any program, I ask for a document to be printed, AA is one of my choices.

Not being more than about a 5 on the computer 1-10 technical side, my suggestion would be to uninstall AA and reinstall it to achieve its full potential.

Sincerely, Joanne

Also to be noted here is that "Adobe Acrobat Reader" does not count, you have to make sure it is "Adobe Acrobat" or "Adobe Acrobat Elements."

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