Hi, @liz132. I'm here to ensure you can automatically email your report using your QuickBooks Online (QBO) account.
Based on your verbatim, it seems like the options are missing on your end. Let's troubleshoot this one to help resolve this. When our browser becomes overloaded, it can cause formatting issues while working on your QBO company. This can be the reason why you're unable to view this feature on your end. To address this, let's open your account in incognito mode to determine if this is a browser-caused issue.
This window won't save your browsing activity and your cache and cookies. Here are the keyboard shortcuts you can follow:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Option + P
- Edge: Ctrl + Shift + N
If you're able to view this option successfully using a private browser, please clear your browser's cache for a restart. Also, use an updated browser to utilize QBO to its full potential.
Additionally, you can read this article for guidance on saving the current customization of your report so you can use it again in the future: Memorize reports in QuickBooks Online.
Don't hesitate to reply to this post if you need further assistance in accessing the ability to automatically email reports in QBO. I'll be sure to get back to you as soon as possible.
