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Set schedule and email information for a memorised report in QuickBooks Online
by Intuit• Updated 2 weeks ago
Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience. |
Learn how to set up an email schedule for your memorised reports in QuickBooks Online.
Email your memorised reports on a recurring schedule in QuickBooks Online. Here’s how.
Set up your report for email schedule
- Sign in to your account.
- Go to Reports, then select Custom reports.
- Find the report you'd like to schedule for email.
- In the Action column, select Edit ✎, then turn on Set email schedule.
- Set the email recurrence, and enter the email information.
Note: To send the report as an Excel file, select Attach the report as an Excel file checkbox. - Select Save or Save and close.
Tips:
- To set a quarterly schedule, select Monthly and Every 3 months for the interval.
- For Monthly reports, you can't choose the 29th, 30th, and 31st day of the month because these days aren't in every month.
- It's best to set Next Date to the 1st day of the following month to capture all transaction activities for that month.
- We offer payroll services for QuickBooks in some countries. This information doesn't apply to payroll reports.
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