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Join nowI'd like to get an automated weekly report showing profit and loss. I don't see any way to do this.
When I click on a custom report there isn't a button to send via email (as shown in the attached screenshot from a tutorial video).
Here's what my interface looks like.
Solved! Go to Solution.
Let me join this thread and provide information why you aren't seeing the Set email schedule option, ero213.
The Set email schedule feature is available in QuickBooks Online Essentials, Plus, and Advanced versions. Based on your screenshot, you're likely using the Simple Start version.
You might want to upgrade your subscription to have this feature. You'll also be able to access more reports and other functions that can help you manage your business. Here's a link you can browse based on your plan: Reports included in your QuickBooks Online subscription.
If you don't want to upgrade your subscription, you can manually email the report. Let me show you how:
Stay in touch with me if there's anything else I can help you with today. I'm always around to help you.
I'm happy to help you automate this report, @ero213.
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:
To read more about this process in greater detail, check out this article: Set up and modify Scheduled Reports.
I'd love to hear how this goes. Please know you can reach back out with any other questions you have! Take care.
Hi Jessica,
I have Quickbooks Online, not desktop.
Thanks,
Eric
So sorry about that, @ero213.
I misread this! I am happy to help get this sent out within QuickBooks Online. First, you'll want to create a custom report. Here's what you'll do:
This opens the customization window. You can apply multiple filters to customize your report. Once you have the perfect set of filters, save them so you can run the same report in the future.
Next, we can set up your schedule:
You can also watch this video on the process.
Let me know what other questions you may have, I'm here to help! Take care.
Unfortunately, when I click "edit" on a custom report, it doesn't show the "Set the email schedule for this report" checkbox.
This what I see:
Let me join this thread and provide information why you aren't seeing the Set email schedule option, ero213.
The Set email schedule feature is available in QuickBooks Online Essentials, Plus, and Advanced versions. Based on your screenshot, you're likely using the Simple Start version.
You might want to upgrade your subscription to have this feature. You'll also be able to access more reports and other functions that can help you manage your business. Here's a link you can browse based on your plan: Reports included in your QuickBooks Online subscription.
If you don't want to upgrade your subscription, you can manually email the report. Let me show you how:
Stay in touch with me if there's anything else I can help you with today. I'm always around to help you.
Sorry to hear that. Seems like it should be a standard feature as small business owners would like to see regular reports in their inbox and not necessarily want all the other features that come with the upgrades.
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