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pkeogan
January 10, 2025
Question

Scheduled Reports: How to modify

  • January 10, 2025
  • 11 replies
  • 164 views

I can schedule a report to be emailed, but I can't find where I can modify (or delete) a scheduled report.  Also, where can I find a list of scheduled Reports.

I am running QuickBooks online Plus  (which means I don't have access to workflows) 


11 replies

F
FaithA
Level 1
January 10, 2025

Hello, Pkeogan. I'm excited to help you manage your scheduled reports in QuickBooks Online Plus (QBO). Let's get straight to how you can find, modify, or delete scheduled reports. 

 

Finding and managing your scheduled reports is simpler than it seems. Here's a step-by-step guide to help you out:

 

  1. Login to your QuickBooks Online and click on Reports from the left-hand menu.
  2. In the Reports section, click on the Custom Reports tab. This is where all the reports you've customized and scheduled are stored.
  3. Edit Scheduled Reports:
    1. To modify an existing scheduled report, simply click on the name of the report you're interested in. This will open it and you can make your changes, including adjusting filters, date ranges, and formats.
    2. Don't forget to Save your changes.
  4. Delete Scheduled Reports:
    1. If you need to remove a report from your scheduled list, under Actions, click on Delete.

 

 

Within this Custom Reports tab, you'll see a complete list of your scheduled reports, making it easy for you to manage each one effectively. By regularly checking them, you'll ensure they contain the data you need. If you find yourself needing different reports or schedules, don’t hesitate to create new ones and manage them the same way.

 

Also, I'd be happy to inform you about QuickBooks Live Expert Assisted team. They’re seasoned pros who can help you in ensuring your financial processes are streamlined and can offer bespoke advice to meet your business's unique needs. This isn’t just about making things easier, it’s about making them better.

 

As your next step, consider exploring the Year-End Guide to ensure you're well-prepared as the year draws to a close. This guide covers everything from finalizing your books to preparing for taxes. You can check it out here: Year-end guide for QuickBooks Online.

 

In the QuickBooks Community, it is our priority to offer clear and supportive guidance. And as always, please feel free to loop back in the thread if you need additional assistance. I'll be available to back you up anytime.

P
pkeoganAuthor
January 10, 2025

Sorry, I asked the question poorly.    I am interested in editing the schedule of the report  (when its sent, to whom its sent), not the report itself.  I don't see a way to do that.  Is that possible?

P
pkeoganAuthor
January 11, 2025

Thank you for coming back, @pkeogan. Let me help you edit the date and recipient of your schedule report in QuickBooks Online (QBO).

 

Please follow the steps below:

 

  1. Navigate to Reports, then select Custom reports.
  2. Locate the report you want to edit.
  3. Click the dropdown menu, then select View all schedules.
  4. Click the schedule report.
     
     
  5. Edit the start and end dates according to your preference.
     

     
  6. Change the email address to which you want to send the report.
  7. Hit Save and turn on.
     

 

If you wish to turn off the scheduled report, you can change the scheduled report on or off by clicking Save and turn off or Save and turn on. Please refer to the photos above for visual guidance.

 

In QuickBooks Online you can set schedule and email information for a memorized report. Memorizing reports can make your job easier and save time, you will not have to customize your reports again.

 

You can also view or edit your management reports and download them for extra copies.

 

Please keep us posted in this thread if you have other questions about editing your scheduled report. We're here to ensure all your concerns are addressed. Have a great day!


My screen has less options.....I don't have the option to View or Edit schedules just create a schedule.

I believe that schedules are based on work flows. I am running QuickBooks online Plus (which means I don't have access to workflows)  I wonder if my level of QBs only has access to create 1 schedule per custom report  but no access to edit it.  

This seems like a bug. or incomplete permission structure.  

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