How do I modify the schedule for a scheduled report. I do not see Scheduled Reports or the Scheduled Report Center. I have Quickbooks Simple Start.

Hi there, christina72.

Thank you for reaching out regarding modifying scheduled reports in QuickBooks Online and specifying your subscription type.

Could you let us know the specific report you’re trying to modify? This will help us provide a more tailored solution to address your needs.

In the meantime, here’s how you can modify a scheduled report:

1. In the left menu, click Reports.
2. Locate the specific report you want to modify.
3. Click the More actions dropdown (three dots) next to Export.
4. Select the Schedule report.
5. Adjust the settings (e.g., frequency, recipients, format), then click Save.

Please note that the Schedule report feature is limited to specific reports in QuickBooks Online and is not available for all. If you don’t see the scheduling option for a particular report, it may not support automated scheduling.

If you have any questions or need further clarification, feel free to click Reply. We’re happy to assist and provide any additional information you may need.

Hi @christina72,

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you're still experiencing any problems.

We'll be glad to assist further if needed.

Hi,

No. When I follow the steps provided, there are no options to modify an existing scheduled report (or workflow). It only offers to create a new workflow/scheduled report.

Thanks for getting back, Christina72.

I appreciate your efforts for following the steps mentioned by my colleague above.

The reason why you're unable to modify an existing scheduled report in QuickBooks Online (QBO)  Simple Start is that this feature is only available in the higher-tier plans, such as Essentials, Plus, and Advanced.

Since you want to modify an existing scheduled report, you might want to consider upgrading to one of the higher QBO versions.

Please don't hesitate to return to this thread if you have any additional questions.