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gregmoore
gregmoore
May 20, 2020
Solved

Scheduling Report emails

  • May 20, 2020
  • 1 reply
  • 15 views

I see lots of questions on here asking how to schedule a report for emailing, and a lot of answers telling me how easy it is to toggle the schedule button. It is not so easy though if the toggle button does not exist. Anyone care to explain that to me?

Best answer by gregmoore

Alas, I still cannot email my report because their is no 'set email schedule' toggle switch on my report. I did find a workaround, however. I created a new group for this one report and the group does have the 'set email schedule' toggle switch.

 

1 reply

Angelyn_T
Angelyn_TModerator
Moderator
May 20, 2020

Hello, @gregmoore.

 

I'm happy to guide you today so you'll be able to set a schedule for emailing reports in QuickBooks Online.

 

First, open the reports you need, customize it, and save the customization.

 

  1. Click on Reports at the left pane.
  2. Look for the report you want to open on the search field.
  3. Tap in to open.
  4. Make the necessary customization you need, then click on the Save customization to save the report.
  5. Enter the custom report's name.
  6. Add a group if you want to add the report to a certain group.
  7. Select who do you want to share the report with.
  8. Hit Save to record it.

Once completed, go to the Custom Reports column to set a scheduled email.

 

  1. Go to Reports at the left pane, then click on Custom reports.
  2. Locate the customized report, then tap on Edit under Action.
  3. Click the Set email button to turn it on.
  4. Set your desired email recurrence.
  5. Enter the email information for sending the report.
  6. If you want to send the report as an Excel file, you can put a check-mark on the Attach the report as an Excel checkbox. Otherwise, the report is sent in HTML format. 
  7. Click Save.

For additional reference about running and customizing reports in QuickBooks Online, check out this article.

 

Let me know if you have any other questions. I'm always here to help. Have a good day!

S
susan p
January 16, 2021

The other thing that needs to be said is there seems to be a LIMIT on how many people you can email the custom reports.  I am trying to put an entire BOARD for a non profit in custom reports to send monthly financials to and I am not sure what to do as 4 of the members are not able to be added!!!

 

Susan Pisano

East End Business Consulting/The Expert Accountant

 

AlexV
AlexV
Level 10
February 8, 2022

My client is receiving their scheduled reports at 3 a.m. in the morning waking them up. Is there really no functionality to change the time of day automated reports are sent? This is one of the benefits we shared with the client going from desktop to QBO but not at the expense of getting reports in the middle of the night.


Good day, 8675berg!


Thanks for joining this post. Let me assist you with emailing the reports.


I understand that you want an option to set a time when the reports will be emailed. Currently, this is not available in QuickBooks Online.


Our developers continuously look for more ways to improve the software. I suggest you send feedback about this and let them know that you need to change the time when automated reports are being sent. Go to the Gear icon and select Feedback.


I also included these links if you need more help in running, customizing, and saving reports as well as reconciling your accounts:


Leave a comment again here if you need more help. I'll keep an eye on this thread.

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