I cannot set up reports to schedule send as an email on a recurring frequency. Any tips on how to problem solve this?

To set up automated email delivery for your report, you'll need to create a schedule, admin402.

First, can you confirm if you see the Create a Schedule option in the dropdown menu under the Action column in the Custom Reports section?

When you save a report, it’s automatically added to the Custom Reports section, where you can view, edit, or manage it. By default, saved reports display a Delete option in the Action column.

To enable scheduled emails, you’ll need to create a schedule. Here's how:

1. Go to the Custom Reports section and locate the desired report.
2. Click the dropdown arrow in the Action column and select Create a Schedule.
3. Set the recurrence (e.g., daily, weekly, etc.), enter the email details, and click Save or Save and Turn On.

If you’d like more tailored guidance on managing accounts, automating processes, or improving bookkeeping practices, check out QuickBooks Live Expert Assisted for support from our team of experts.

Feel free to reach out if you have any additional questions.