Custom Reports Scheduled for Daily Email - Often Do Not Run

Thank you for reaching out to us regarding the issues you've been facing with the scheduled delivery of your custom reports, @kennedy442. I understand how crucial these reports are for your daily operations, and I want to ensure to provide the necessary guidance to get this resolved.

When scheduled reports are sent out to email addresses, QuickBooks Online (QBO) uses quickbooks@notification.intuit.com as the sender. It's possible that it hasn't been added to the safe senders list on your employees' email provider. Please have your employees refer to one of the following support articles to unblock the address:

• AOL Mail: Manage spam and privacy in AOL Mail
• Apple Mail (Mac): Block or unblock senders in Mail on Mac
• Xfinity Email: Add Email Addresses to Your Email Safe List in Xfinity Email
• Gmail: Gmail marks valid email messages as spam
• Microsoft Outlook: Safe Senders in Outlook.com
• Mozilla Firefox: Add, Manage and share contacts
• Yahoo Mail: Manage spam and mailing lists in Yahoo Mail

If neither of these support resources is for the preferred email provider, please reach out to them for information on adding or unblocking Intuit service email addresses.

Additionally, contacting our Live Support team can provide updates and further assistance regarding the scheduled custom reports not being sent out automatically. Here’s how to contact them:

1. Click on the Help (?) option in your QBO account.
2. Select the Search tab. Then, choose Contact Us.
3. Pick Ask about something else, and enter keywords like Schedule customer report isn't being sent out automatically.
4. Hit Continue.
5. Choose either Chat with us, Schedule appointment, or Have us call you.
   

    

It's great that you have a dedicated team member managing the manual downloading and sending of reports. I understand it isn't ideal and your proactive measure to ensure that all necessary information is still reaching your team daily is commendable.

When the issue is resolved, I'd also like to add an article about QBO's cash flow planner as an additional guide for tracking your income and expenses: Use the cash flow planner.

I hope the steps we've discussed will help ensure your reports are delivered as expected. Keeping your operations running smoothly is our priority, and it’s great to see how dedicated you are to maintaining that. If you need further assistance or have additional questions in the meantime, feel free to click on the Reply button. We're committed to offering ongoing support.

Thank you for your reply, however it is not helpful.

The Scheduled QB Reports are not going to spam.

We check our spam folders daily. 

The QB Scheduled Reports are inconsistent, and have been inconsistent for years.

Sometimes all 22 reports are emailed daily as Scheduled. Usually a few are missing each day though.

I see other people on QB's Community Forum have similar issues.

QB's Customer Service only suggests we "clear our cache". This is a unhelpful suggestion since there is nothing in a personal computer's cache that would prevent QB from sending these Scheduled Emails.

Does anyone else have a recommended solution?

These reports are still being emailed to us inconsistently.

Yesterday 14 reports out of 22 custom scheduled reports were emailed successfully ( meaning 8 failed to send).

The day before there were 8.

The day before that, all 22 were received successfully.

The day before that there were none.

Has anyone in the community found a workaround?

I appreciate you getting back to us here in the Community regarding your inquiry about QuickBooks custom reports scheduling, Kennedy442. I am happy to provide further clarification on this topic.

As the issue persists despite following the troubleshooting steps suggested by my colleague, I recommend reaching out to our support team for further assistance. Here’s how you can contact them:

1. Log in to your QuickBooks Online account.
2. Click on the (?) Help.
3. Utilize the QB Assistant by entering your question or topic, and it will provide options for getting answers. Alternatively, you can use the Search tab to type in a keyword or topic you're interested in. This will generate a list of related articles for you to choose from.
4. If you're unable to find the answers you need, click on Contact Us to connect with an expert for assistance.

For additional contact information, refer to the this article. It includes their phone number, support schedule, and operating hours for your convenience: Get help with QuickBooks products and services.

With that, here is an article to help you export, sync, and print your custom report to maintain accuracy. You can follow the steps by expanding the Run, export, sync, and print report drop-down in this article: Save a customized report in QuickBooks Online.

Let me know if you have any more questions about managing your reports in QuickBooks. I'll be here to respond to your inquiries. Stay safe!