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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

 

A
arcticfoxrepair
March 2, 2021

Hi @susan p,

 

I'll handle this concern for you about emailing reports in QuickBooks Online (QBO).

 

Both the To and CC boxes on the Email Report page can handle 100 characters, at most. If your total recipients are more than that, you can either download the PDF version of the report or export it to Excel and send it via your email provider. 

 

Additional details of this process are in this article: Run reports in QuickBooks Online. 

 

If there's anything else I can help you with your QBO company, let me know in the comments below. I'll answer them for you. 


Once you have the report scheduled, what time does it get sent and how can you confirm?

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