Automated Reports

Forum|Forum|6 years ago
April 23, 2020
1 reply
10 views

I am looking for a way to automate running reports that can have static filters except the date range and once they are run sent to management via email when they run automatically instead of me going in and running a, for example, Accounts Receivbable Summary report for date MMDDYYYY and then emailing the report to upper management. What I am wanting to do is automate the process for routine reports that go to management on a daily, weekly or monthly basis and let QB through some kind of memorized process run the report and automatically email it to the recipients. We use QB Entrerprise version 19.

Thanks,

Jack Milholland

QuickBooks Enterprise Suite

Fiat Lux - ASIA

Level 14

Did you try on menu Reports > Scheduled Reports > Schedule Setup ?

AlcaeusF

Level 14

Welcome back to the Community, @jmilholland.

QuickBooks Desktop (QBDT) has a feature called Scheduled Reports. This allows you to send/email reports on a regular and recurring scheduled time. You can also pick the time and frequency for sending out the reports.

Before doing so, ensure there's an email account set up and integrated with QuickBooks.

Here's how to create a scheduled report:

In QBDT, go to the Reports menu at the top to get to the Scheduled Reports and Schedule Setup.
Choose the report you wish to send, then tick Next.
Set up the report schedule and compose the email.
Once done, hit Schedule to complete.

To learn more about the process, consider checking out this article: Set up and modify Scheduled Reports.

Reach out to me in the comment section below if you have any other concerns or questions. I'll be here to help. Have a good one!

kspika

Is there any plan to allow file types other than PDF? I need .xls documents for an online dashboard.

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