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tracey2972
Level 1

Scheduling emails of custom reports in QB Online Advanced

Hi

In the past I have set up automatic emails of custom reports but can't now see how to do it.

 

The only difference I can think of is that I've upgraded to QBO Advanced.

 

Can anyone help please?

3 REPLIES 3
Ashleigh1
QuickBooks Team

Scheduling emails of custom reports in QB Online Advanced

Hello Tracey2972, thanks for posting on the Community page, if you have a look at this article it has all the information you need along with all the steps. 

tracey2972
Level 1

Scheduling emails of custom reports in QB Online Advanced

Do we really have to start a report from scratch?

 

We've already set up custom reports, why can't we use those?

GeorgiaC
QuickBooks Team

Scheduling emails of custom reports in QB Online Advanced

Hi tracey2972, the steps below show how to schedule an emailed custom report:

 

1. In the Custom reports tab, select the report name to open it.
2. From the More actions dropdown ▼, select Schedule report.
3. Enter a Workflow name.
4. Select a start date, then choose how often you want the report to be sent.
5. Enter the email address you want to send the report to.
6. Fill out a desired Subject and Message.
7. Select Save and enable.

 

After setting this up, you can manage the frequency or turn off the scheduled report from Manage workflows (accessed under the main settings wheel). 

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