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Please advise how to generate a customize QBO report scheduled to be sent to me every week showing Cash, Bank, and Credit Cards balance since my banks and credit cards are linked in QBO.?
in reports, in the search box enter accounts
select account list
click customize, click filters, check mark account and select all bank accounts, run the report
click save customization
open the reports listing of memorized reports, find the report and click edit
set the email schedule to on, and schedule it