In which of these scenarios would tagging be helpful?

A Trial Balance by stream of business is required

An Accounts Receivable report is required for a particular stream of business

Multiple sales reps, commission rates, and managers might have to be tracked for each sales transaction

Adjusting journal entries need to be tagged as entered by client's bookkeeper vs. entered by the accountant

Your client, Richards River Rafting, insists on doing all the QuickBooks Online entries himself, but with some guidance from you. In fact, he has not even given you access to his QuickBooks Online company. You have asked him to post any transactions he is unsure how to categorize to his Ask My Accountant account and send you a weekly Excel spreadsheet.

What is Richards best option for sending you the Ask My Accountant report from QuickBooks Online?

Create the report > Set recurrence to weekly > Select the email icon > Send as an Excel file

Create the report > Save customization > Edit > Set email schedule > Set recurrence to weekly > Enter email information > Select Attach the report as an Excel file

Create the report > Set recurrence to weekly > Export to Excel > Create an email > Attach the downloaded Excel file

Create the report > Save customization > Export to Excel > Create an email > Attach the downloaded Excel file