LIMITED TIME 90% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
Jewlaw
Level 1

Can you un-schedule a report? I have one scheduled that I do not want to send out anymore and cannot find where or how to change the schedule.

 
Solved
Best answer a week ago

Best Answers
JamesDuanT
Moderator

Can you un-schedule a report? I have one scheduled that I do not want to send out anymore and cannot find where or how to change the schedule.

Yes, we can unschedule a report on the Custom reports page, Jewlaw.

 

Here's how to do it for the Classic type reports:

 

  1. Click Reports on the left menu and go to Custom reports.
  2. Look for the report you want to update and click Edit under the Actions column.
  3. Turn off the Set email schedule.
  4. Select Save and close.

 

Here's how to do it for the Modern type reports:

 

  1. In the Custom reports page, look for the report you want to update.
  2. Click the drop-down arrow next to Delete and select View all schedules.
  3. Select Schedule and send a report.
  4. Press the drop-down arrow next to Save and turn on button.
  5. Choose Save and turn off.

 

Are you looking for ways to take your QuickBooks experience to the next level? I'm excited to share that you can connect with our QuickBooks Live Expert Assisted team. They are ready to help you manage your transactions and ensure the integrity of your account data.

 

From there, you can export your reports to Excel if necessary. This gives you the flexibility to further customize your reports and tailor the data to meet your business requirements.

 

Feel free to reach out if you have any questions or concerns. We're here to help!

View solution in original post

1 Comment 1
JamesDuanT
Moderator

Can you un-schedule a report? I have one scheduled that I do not want to send out anymore and cannot find where or how to change the schedule.

Yes, we can unschedule a report on the Custom reports page, Jewlaw.

 

Here's how to do it for the Classic type reports:

 

  1. Click Reports on the left menu and go to Custom reports.
  2. Look for the report you want to update and click Edit under the Actions column.
  3. Turn off the Set email schedule.
  4. Select Save and close.

 

Here's how to do it for the Modern type reports:

 

  1. In the Custom reports page, look for the report you want to update.
  2. Click the drop-down arrow next to Delete and select View all schedules.
  3. Select Schedule and send a report.
  4. Press the drop-down arrow next to Save and turn on button.
  5. Choose Save and turn off.

 

Are you looking for ways to take your QuickBooks experience to the next level? I'm excited to share that you can connect with our QuickBooks Live Expert Assisted team. They are ready to help you manage your transactions and ensure the integrity of your account data.

 

From there, you can export your reports to Excel if necessary. This gives you the flexibility to further customize your reports and tailor the data to meet your business requirements.

 

Feel free to reach out if you have any questions or concerns. We're here to help!

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us