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TJScott
Level 2

New Reports - Scheduled Emails

In the new reports, I see where to schedule an email. It needs some work. 

  • It shows something about work flows. What is that and where do I find it? 
  • I am getting several emails a day with an Excel sheet attached. How do I stop them? 
  • I would like to get a couple reports via email once a week in PDF, not Excel. Where do I set that up? 

 

Thanks, 

1 Comment 1
SashaMC
Moderator

New Reports - Scheduled Emails

Hey TJScott,

 

Thank you for reaching out to the QuickBooks Community. Schedule email work with memorized reports. To be able to get the emails, you would need to follow the steps below:

 

  1. Sign in to your account.
  2. Go to Reports, then select Custom reports.
  3. Find the report you'd like to schedule for email.
  4. In the Action column, select Edit ✎, then turn on Set email schedule.
  5. Set the email recurrence, and enter the email information.
    Note: To send the report as an Excel file, select Attach the report as an Excel file checkbox.
  6. Select Save or Save and close.

 

To answer your second question, you need to edit the frequency, and you can unselect the checkbooks as well. In the same Action column with Edit, make the changes there and save it.

 

Currently, the reports are defaulted to attach as an Excel file, but you can save the document as a PDF file once downloaded.

 

Please let me know if you have further questions. I will be happy to assist. See you around. 

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