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Level 1

Scheduled Custom Reports for Cash, Bank and Credit Cards

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.?  

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Level 15

Scheduled Custom Reports for Cash, Bank and Credit Cards

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

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