cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
ed7
Not applicable

Can I schedule a report to run automatically and automatically send?

 
12 Comments
QuickBooks Team

Hi there, ed. You can set a schedule and email informatio...

Hi there, ed.

You can set a schedule and email information for a memorized report in QuickBooks Online. Once you memorized a report, you can send it by email on a recurring schedule. 

You can send an individual report or a group report. Here's how you can do it:

  1. On the left menu click Reports.
  2. Choose Custom Reports at the top.
  3. Find the report you'd like to schedule for email and in the Action column, click Edit.
  4. Click the Set email button to turn it on.
  5. Set your desired email recurrence.
  6. Enter the email information for sending the report.
  7. If you want to send the report as an Excel file, you can put a check-mark on the Attach the report as an Excel checkbox. Otherwise, the report is sent in HTML format. 
  8. Click Save.

Let me know how it goes on your end. I want to make sure you're properly taken care of. Thanks for coming to the Community, I'll be standing by for your response. Have a good one!

Not applicable

Can you schedule management reports to run automatically in QBO?

Can you schedule management reports to run automatically in QBO?

QuickBooks Team

Re: Can you schedule management reports to run automatically in QBO?

I'm glad to see you here in the Community, CDB1.

 

It would be my pleasure to assist you and help provide information about the management reports in QuickBooks Online.

 

Setting email schedule is only available to custom reports in QuickBooks Online. For now, you can only send management reports manually by selecting the Send option from the Reports section.

 

I'm also attaching some screenshots for your reference about the available option:

 

 

 

For more insights into sending reports by email. I'm attaching the article I recommend on this:

 

Set schedule and email information for a memorized report.

 

Fill me in if you have additional questions with running reports in QuickBooks. I'm always up to lend a hand.

Not applicable

Re: Can you schedule management reports to run automatically in QBO?

Hi AlcaeusF,

 

Thank you for the prompt reply.I do run scheduled reports now and was hoping to run the management reports as well - maybe in the future.

 

I do have another question - in running custom reports can I send more than 1 report together? For example, I want to send a balance sheet and a comparative income statement together so I can comment and keep everything in 1 email - makes it look more professional and clients do not have to open 2 emails and go back-and-forth to read the statements. Thanks in advance,

Moderator

Re: Can you schedule management reports to run automatically in QBO?

Hi CDB1,

 

Sending multiple scheduled reports in one email is a great idea. I'll finitely pass it along together with the management reports to our Product Developers Team as a feature request.

 

As a workaround, you can save PDF copies of these reports on your computer and send them using the company email manually.

 

We're glad to hear suggestions coming from customers. Please keep them coming. If you've got any other concerns, you can always come back and post questions. We are here to help. 

Not applicable

Re: Can you schedule management reports to run automatically in QBO?

Thank you - and I am surprised others have not asked for this feature (combining reports).  I have been savings PDF copies and then sending but it is cumbersome and I ready would like to automate this process.

Experienced Member

Re: Hi there, ed. You can set a schedule and email informatio...

Is there an option to have the scheduled report emailed at a specific time, like QB Desktop offers? If not, what time does the report get emailed? 

 

At the end of each week we need to send a report on how much was invoiced that week, so if we scheduled the report to email automatically we need it to be created and emailed around the end of the work day on Fridays so it will include any invoices that were created during the day Friday. But the only thing I see to select is "Friday", not "4pm on Friday".

QuickBooks Team

Re: Hi there, ed. You can set a schedule and email informatio...

Hi alhilpert,

 

Currently, setting up a specific time for the scheduled emailed report isn't possible. Rest assured, that your reports will still be sent on the scheduled date. I'll be sending a feedback request to our engineers to get this option added in the future update.

 

In the meantime, please check our blog site to know the latest update of QuickBooks. Here's the link: https://quickbooks.intuit.com/blog/whats-new/.

 

I've also added our page about reports and accounting for future reference.

 

You can always drop a comment anytime if you have other questions.

Not applicable

Re: Hi there, ed. You can set a schedule and email informatio...

What time do reports normally go out? I have it scheduled for today, October 4 and reports have not been sent out.  Is it EOD on October 4.  

Moderator

Re: Hi there, ed. You can set a schedule and email informatio...

Hi AlejandraJLSA,

 

The reports will be automatically sent out on the date that you've set up.

 

However, when I checked our records, I verified that our product engineers are now looking into this issue. We're doing our best now to fix this as soon as possible. I also recommend reaching out to our Phone Support Team to add you as one of the affected users.

 

Here's how to contact them:

 

  1. Click Help (?).
  2. Click Contact us.
  3. Enter a short description of your concern ( Schedule report ).
  4. Then, click Let's Talk.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

 

Let me know if you need anything else. I'm here to help.

Not applicable

Re: Hi there, ed. You can set a schedule and email informatio...

It would be great if in addition to setting the time to send reports, we could also opt to attach them as a PDF...

QuickBooks Team

Re: Hi there, ed. You can set a schedule and email informatio...

Thanks for joining this thread, hm_shadow.

 

Allowing QuickBooks to set the time when sending reports is a great idea.

 

I'll pass along your feedback to our Product Team. This way, they can take a look at this suggestion and see how they can approve it in the future.

 

Also, you already have the option to attach them as PDF. Just make sure to put a checkmark in the Attach the report as an Excel file box to include the file in the email.
attachthereport.PNG

 

I suggest visiting and joining the QuickBooks blog to stay current on all news and latest updates of the product.

 

You can also check the video tutorial below for additional guidance email reports on a recurring schedule.

 

Don't hesitate to leave a comment below if there's anything else you need and I'll get back to you.

Need to get in touch?

Contact us