Set up customized reports with scheduled email in QuickBooks Online

Learn how to set up customize accounts receivable reports with scheduled email in QuickBooks Online.

You can set up accounts receivable reports with automated email reminders for your customers. This helps you save time and stay organized.

Note: Customers can only set up recurring statements in QuickBooks Online Advanced. This helps remind them about what they owe.

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

Set up Accounts receivable reports

1. Select Reports (Take me there).
2. In the Find report by name ▼ dropdown, find Accounts receivable aging summary or aging detail.
3. Select the Report period ▼ dropdown, then select which date range you want to see.
4. Select Save as, then enter the name of the report in the Report name field.
   
   Note: You can turn on Share with others to make it visible. Then select the Add to group ▼ dropdown to + Add new group.
   
5. Select Save.

Set email schedule for Accounts receivable reports

1. Go to Reports (Take me there), then select the Custom Reports tab.
2. Find the report name.
3. From the Action ▼ dropdown, select Create a schedule.
4. In the Workflow name field, enter the Workflow name.
5. In the Start field, enter a start date, then select when you want to repeat it.
6. Enter the email address you want to send the report to.
7. Enter the subject and your message.
8. Select Save and turn on.

If you need to, you can customize reports in QuickBooks Online using the modern view.