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Yes, you can schedule a custom report, bdogan.
You'll see the toggle icon under Set Email Schedule when you go to the Custom Reports page.
Here are the steps:
I've added some sample screenshots below.
You can also check this article for more information: Memorized Reports.
Feel free to get back to me if you have other questions. I'll be happy to help.
This doesn't work. There is no edit button on the customized report (filter vendor transaction list that is saved to custom reports). The only action that shows up for this report is "Delete". The other, standard reports have an edit button.
I know a report that shows the information you need, @Jeff20.
I’m happy to see you here in this thread. Allow me to provide instructions so you can generate a report that shows the Edit button in the custom report in QuickBooks Online.
You can run the Transaction List by Vendor report in QuickBooks Online. You can manually click the Switch to classic view button when pulling up a report in QBO to show the Edit button.
Here's how:
I've added a screenshot for a visual guide:
Additionally, you can check out this article to learn more about how to focus on the details that matter most to you when you pull up reports in QBO: Customize reports in QuickBooks Online.
For future reference, I've added these resources to guide you manage your reports in QBO:
Feel free to let me know if you have other concerns about running reports in QBO. I'll make sure to get back to you right away. Have a wonderful day.
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