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I can't seem to find a way to schedule a custom report to be emailed at a weekly schedule. Can I actually do this? The toggle button as suggested in help is not available

 
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QuickBooks Team

I can't seem to find a way to schedule a custom report to be emailed at a weekly schedule. Can I actually do this? The toggle button as suggested in help is not available

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:

  1. On the left panel, click Reports.
  2. From the Reports page. click the Custom Reports page.
  3. Find the report you want to schedule, and click the Edit link.
  4. Under Set email schedule, click the toggle icon to turn it on.
  5. Choose Weekly from the Repeats drop-down list.
  6. Enter the number of weeks and the On and End date.
  7. Click Save or Save and Close.

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.

 

sched1.JPG sched2.JPG

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