Review records to send to your accountant
Inspect export scheduling and the Send now options before generating or sending records.
Open Send to accountant in Settings to review how records will be exported for the active company.
- Review Schedule for recurring export settings, content choices and delivery recipients.
- Open Send now to review a one-time export.
- Check the date range, included invoices, bills and ledger, and intended delivery before starting an export. The initial one-time range follows the company's financial year to date.
Loading these settings does not generate files or email records. Save, running a scheduled export now, and starting a one-time export are separate actions. A one-time export needs a date range, and email delivery needs recipients. If an action is unavailable, ask the company administrator to check your export-management access.