Schedule report to be exported as .csv into a specifi

Thanks for this feedback, @AndrewC1.

I'm going to forward this to our Product Development Team about having scheduled daily reports to be exported as an Excel .csv file to a specific folder location as an option besides just an email format. You can visit our Blog to see what's new in our Products and see upcoming features.

If you have any additional questions or concerns, please feel free and let me know by leaving me a Reply. Have a good one!

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@AndrewC1 

Utilize TP Exporter to do so. You can make a schedule with comannd line to export Journal Report, Invoice with Payments, Payroll Detail Report, and Transaction Detail Report.

https:// transactionpro.grsm.io/qbd

Hi Ashley H, were you able to accomplish this set up to export to a specific folder in csv format?

Hi Ashley, were you able to accomplish this and schedule the report to run in csv format and export to specific folder?

Thank you.

Karla

Hi KarlaEspinoza. 

Thanks for dropping by the Community, you can rest assured knowing that the feedback was submitted to our Product development team and it is in the process of being reviewed for consideration for future updates. To find the status of new updates and to see what is added, you can visit the QuickBooks BlogSpot. 

If you have any other questions in the meantime, feel free to post here anytime. Thank you and have a nice afternoon. 

Hi,

Did this ever get implemented? I see it has been 3 years now.

I'm delighted to have you join the thread, RE-AR. I'll share information concerning this feature.

I understand your need to avoid emailing sensitive data and your preference for an alternative solution. While QuickBooks Desktop (QBDT) offers email-based report delivery options, I comprehend your preference for a different approach.

Efficiently using QBDT for tasks is desirable. Unfortunately, the option to export scheduled reports to Excel format and save them in a specific folder is unavailable.

As of now, the method you've been using, running the custom report each day and manually saving it to your designated folder, is a practical workaround. I can see the importance of having this option for your business. With that, I suggest sending feedback to our product developers so they can review it and might consider adding this in our future updates.

1. Go to the Help menu.
2. Select Send Feedback Online.
3. Click Product Suggestion.
   
4. Choose the product in the Type of Feedback drop-down arrow.
5. Enter your suggestion.
6. Hit Send Feedback.
   

Let me know if there's anything else you need help with scheduled reports. I'm more than happy to provide additional assistance. Keep safe!