Scheduled Reports: How to modify

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.