I set up a custom report for a client to be emailed automatically. QB set this as a "workflow" but I can't find where to manage or adjust it now.

I appreciate your efforts in setting up the automated email for the custom report to your client, APainter. This not only helps in maintaining regular and timely updates but also demonstrates our commitment to efficient client management. I can guide you through the process to find and manage the workflow you want.
 

Here is the step by step to locate the workflows:

1. Click on the Gear ⚙ icon at the top right corner.
2. Under Tools section, select the Manage workflows tab.
3. In the Manage Workflows page, you will see a list of all your active workflows.
4. Use the search or filter options to find the specific workflow related to the Custom Report for a client.
5. Select the dropdown arrow under Actions, then you will see an option to Edit, Copy, History and Delete.
6. Make the necessary adjustments as required and save the changes.

These steps provide detailed guidance through the process of managing and adjusting workflows in QuickBooks Online. 

Additionally, to create a workflow using an existing template, you can check this article as your guidelines: Use workflows to automate your business process for QuickBooks Online.

Moreover, in QuickBooks Online, you have the option to set up automatic reminders for a customer either automatically or manually.

If you need any more assistance or have further questions as you manage or adjust the workflows. Feel free to reach out. We're here to  support every step of the way.