cancel
Showing results for 
Search instead for 
Did you mean: 
kennedy442
Level 3

Scheduled Reports not Emailed anymore

The past 2 days our daily Reports have not been emailed.

 

Normally these arrive in our team's email inboxes around 4am EST each day. They aren't being captured by Spam folders, so I'm guessing something broke with the latest round of changes the QB Online Engineers made.

 

Is anyone else having this issue?

25 Comments 25
ChristineJoieR
QuickBooks Team

Scheduled Reports not Emailed anymore

Let's work together to resolve this issue, @Ken. We can fix that by performing some troubleshooting steps. However, before that, let's try to double-check the end date to ensure you pull up the accurate schedule report email in QuickBooks Online.

 

QuickBooks does not have a designated time for sending scheduled report emails. Currently does not offer the option to set a specific time for reports. We can only modify the dates to when the file will be automatically sent. However, if you prefer to send the report immediately, we can manually email it.

 

Here's how:

 

  1. Pull up the report you want to email and click the Email option (envelope icon).
  2. Choose the Email button.
  3. Enter the necessary details.
  4. Press Send.

 

If everything is fine, let's proceed with the troubleshooting steps since it is one way to know if this is an error or bug running within the company.  

 

We can use a private window and sign in to your QuickBooks account there. If this option works, we can clear the cache from your regular browser.

 

Here are the shortcuts to incognito browsers:

 

  • Google Chrome: press Ctrl + Shift + N
  • Microsoft Edge: press Ctrl + Shift + N
  • Firefox: press: Shift + CTRL + P

 

Furthermore, the cache can hinder and impacts the functionality of QuickBooks and result in missing tabs and features, thus, clearing the cache to reduce issues that appear when using QuickBooks.

 

After that, we can delete and recreate the schedule report email visit this article for your reference: Set schedule and email information for a memorized report.

 

In addition to scheduling an email for your memorized report, you also have the option to export it as a PDF or Excel file. Here are the steps to do so: Export your reports to Excel from QuickBooks Online.

 

I'm available to provide guidance and assistance to help you achieve your objective. I wish you a pleasant day.

kennedy442
Level 3

Scheduled Reports not Emailed anymore

Thank you for the attempt to solve our problems. We followed all the recommended steps provided, but our QB Reports that are Scheduled to be Emailed each day are still not arriving in our Inboxes.

 

After Clearing the Cache, I created a new Custom Report, and Scheduled it to be Emailed Daily to a different email address than normal.

 

Still nothing is coming through. 

 

I'm open to any other suggestions.

It is a hassle to manually run every Report every day. 

 

Thank you for everyone's guidance!

 

DebSheenD
QuickBooks Team

Scheduled Reports not Emailed anymore

I appreciate you for coming back to the thread and clarifying your concern about emailing a schedule for a custom report, @kennedy442. I'll be sharing details about this matter and let me route you to our support team to assist you further.

 

The problem with reports with an email schedule not being delivered has been recently tagged as an ongoing issue. Our product engineers are presently working to fix this as quickly as possible.

 

I suggest contacting our QuickBooks Online Support Team so they can add you to our notification list. This will help our engineers determine the number of affected users. You'll also receive updates through email once the issue is resolved.

 

Here's how:

 

  1. Open your QuickBooks Account.
  2. At the top right, click the Help icon.
  3. Choose the Assistant section.
  4. Type your concern in the Type something field.
  5. Click Talk to a human.

 

You may also choose the Search tab and click the Contact Us tab. You'll then be routed into the What can we help you with? page. Then, select how you want to contact them and fill in the information.

 

Lastly, you may refer to this article if you need a chart that contains different reports available for your version of QuickBooks Online: Reports included in your QuickBooks Online subscription.

 

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.

Jengothecat
Level 1

Scheduled Reports not Emailed anymore

We are having the same problem. We send reports to different departments every 5 days and they all just stopped last week. I created a new report to send every day to myself to test it and it's not sending. This smells like a backend web service bug.

TWGPS
Level 2

Scheduled Reports not Emailed anymore

Hello - we've had the same problem as well during the same time period.

The Expenses, Check, Bill pages were all changed as well. 

TWGPS
Level 2

Scheduled Reports not Emailed anymore

We're having this issue as well.

 

The "Expense, Check, & Bill" pages look different (zoomed in and no text wrap) as well.

LieraMarie_A
QuickBooks Team

Scheduled Reports not Emailed anymore

I can see the challenges you're facing with the display of the Expense, Check, and Bill pages in QuickBooks Online, @TWGPS.

 

Can you share some screenshots of how the pages are currently appearing? This would help us get a clearer picture of the issue. In the meantime, let's proceed with some troubleshooting steps to rectify the situation.

 

It's possible that the issue might be related to your browser's zoom settings. Let's start by checking your browser's zoom settings. Make sure the zoom level is set to 100% for optimal display. You can adjust this by pressing the Ctrl key on your keyboard and the Minus (-) key repeatedly to zoom out and make the page smaller. 

 

Sometimes, cached data can sometimes lead to display glitches. These files are stored to help websites load faster when you revisit them. Clearing them will do the trick.

 

First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:
 

  • Chrome: Ctrl Shift N
  • Firefox: Ctrl Shift + P
  • Safari: Command Shift N

 

If it works, you may have accumulated too much historical data in your browser. I'd recommend clearing its cache so you can access QuickBooks with a clean slate. You can also use a different supported browser to see if the issue persists.

 

Moreover, if you need to adjust the font size of your printed forms, you can modify it on the Customs Form Styles window. 

 

In regards to the undelivered custom reports, our engineers are actively investigating this issue. I recommend contacting our Customer Care Support team so you'll be added to the list of affected users. This way, you'll receive email updates on the investigation's status and be notified once it's been resolved. To help expedite the process, please provide them with the investigation number: INV-91558

 

In the meantime, you can download them as PDFs and send them via your email. I'm also including this article that provides a few ways you can customize your reports to fit your business needs: Common Custom Reports.


Thank you for your patience and cooperation as we work to resolve this issue. If you have any other questions or concerns, please don't hesitate to ask.

TWGPS
Level 2

Scheduled Reports not Emailed anymore

Hello - I've been a QBO user since 2009. The problem isn't on my end.

Your company made a change that has caused this. (not the 1st time a change was made and caused issues).

You can call me and look at my account to see for yourself.

tferrarese
Level 1

Scheduled Reports not Emailed anymore

Having exactly the same issue a week ago today.  Thought maybe within a week you would get it fixed.  Unfortunately again no reports this morning.

 

 

RoseJillB
QuickBooks Team

Scheduled Reports not Emailed anymore

Let me point you in the right direction for assistance, @tferrarese.

 

I’ve checked our records and found that the investigation previously mentioned by my colleague in this thread has been resolved. This means that fixes have been implemented in the program and able the feature to be available back to the application.

 

Since you’re still experiencing the problem. It’s best to get in touch with our Technical Support Team to re-investigate your state of affairs.

 

Here’s how:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Help button.
  3. In the QuickBooks Assistance chat box, select Talk to a Human or tap the Contact Us button at the bottom.
  4. Then, type in your reason for contacting us in the What can we help you with? Box and click Continue.
  5. From there, choose a way to connect with us: Chat with us, get a Callback, or call our support line directly by getting our Phone number.

 

You can also refer to this article for other options when contacting them, and scroll down to the bottom to see their support schedules and hours: QuickBooks Online Support.

 

Additionally, I've added an article that'll help you customize, also save the current customized setting of the report:

 

 

You can always tap into the Community whenever you need assistance with reports. Have a good one!

BENT2707
Level 2

Scheduled Reports not Emailed anymore

I am also having this issue, and with EOQ it is terrible timing. Like Jengothecat, I also have been testing it on myself with it set to email me daily. I'm getting nothing, I tried reaching out to support, but I've been having an issue there too. The auto response is: I’m having some technical difficulties right now, but we probably have an article that can help you!

KayePe
QuickBooks Team

Scheduled Reports not Emailed anymore

I appreciate the details, @BENT2707 

 

Since you're still experiencing the same issue, I recommend contacting our phone support team. I know a different way to help you contact our team outside of QuickBooks Online.

 

Here's how:

 

  1. Contact support page: QuickBooks Online Contact Support.
  2. Select QuickBooks Online, and then type in your concern.
  3. Choose Continue, and then click Chat with us.

 

If you want to personalize the report title and header information in the future, you can open this link: Customize reports in QuickBooks Online.

 

If you have any concerns for your QuickBooks Online Scheduled Reports, please reach us back. Have a good day!

sparkhill
Level 2

Scheduled Reports not Emailed anymore

I am now experiencing this issue for emailed reports for the past few days.  

RCV
QuickBooks Team
QuickBooks Team

Scheduled Reports not Emailed anymore

Let's perform some troubleshooting solutions for the Email Schedule work again in QuickBooks Online (QBO), Sparkhill.

 

The odd behavior such as scheduled reports not being emailed in the program can be brought about by issues in the web pages. We can use a private browser to open your QBO. This doesn't use the cache which stores data that creates browser-related issues. We can use these keyboard shortcuts depending on the browser you're using: 

 

  • Google Chrome: press Ctrl + Shift + N
  • Microsoft Edge: press Ctrl + Shift + N
  • Firefox: press: Shift + CTRL + P

 

Furthermore, the cache can hinder and impact the functionality of QuickBooks and result in missing tabs and features, thus, clearing the cache to reduce issues that appear when using QuickBooks. If the same thing happens, we can delete and recreate the schedule report. Here's how:

 

  1. Go to Reports on the left side menu.
  2. Click Custom Reports.
  3. Tap the Action drop-down and choose Delete.
  4. Press Yes to confirm. 

 

To set email on a recurring schedule again, check out this article for the steps and details: Set schedule and email information for a memorized report. In addition to scheduling an email for your memorized report, you also have the option to export it as a PDF or Excel file. Here are the steps to do soExport your reports to Excel from QuickBooks Online.

 

I'm just one post away if you need further help with managing your reports or anything in completing your other tasks in QuickBooks. You can always rely on me to be responsive to your needs and concerns.

sparkhill
Level 2

Scheduled Reports not Emailed anymore

Thank you for the response.  I already tried all of those things: private window, clear browser cache, recreate a new report, etc.  The reports have arrived overnight for almost one year and then suddenly stopped.  New reports will not email overnight either.  

sparkhill
Level 2

Scheduled Reports not Emailed anymore

Thank you, but I have tried all of those things already: private browser window, reset browser cache, create new reports and new report groups.  None of the already published trouble-shooting fixes work.  These reports were setup September 2023 and have worked initial a few days ago. 

RCV
QuickBooks Team
QuickBooks Team

Scheduled Reports not Emailed anymore

We appreciate you for coming back and performing the recommended solutions, Sparkhill.

 

I've checked our records and there's an ongoing issue where customers' email schedules are not being delivered. Rest assured, our dedicated team is working on the permanent fix. I'd suggest contacting our Customer Support Team to add you to our list of affected users. Then, they'll send an email notification once there's an update on this issue. Here's how:

 

  1. Click the Help button.
  2. In the QuickBooks Assistance chat box, select Talk to a Human or tap the Contact Us button at the bottom.
  3. Then, type in your reason for contacting us in the What can we help you with? Box and click Continue.
  4. From there, choose a way to connect with us: Chat with us, get a Callback, or call our support line directly by getting our Phone number.

 

You can refer to this article for other options when contacting them and to see their support hours: QuickBooks Online Support. To learn more about different reports available for your version of QuickBooks Online, you can check out this article: Reports included in your QuickBooks Online subscription.

 

If you have any other questions about running reports or any QuickBooks-related concerns, please get back to us again. I'm always ready to help you. Take care always. 

sparkhill
Level 2

Scheduled Reports not Emailed anymore

This seemed to be resolved for a period of time, and again for the past 2 days reports are not sending.  

sparkhill
Level 2

Scheduled Reports not Emailed anymore

This seemed to be resolved for a period of time, but for the past 48 hours reports have again not been sent.  

ZackE
Moderator

Scheduled Reports not Emailed anymore

Thanks for getting involved with this thread, sparkhill.

 

If you've already performed each of our recommended troubleshooting processes mentioned in this thread, but scheduled emails aren't sending reports like they should, I'd recommend getting in touch with our Customer Care team and referencing INV-94602.

 

They'll be able to pull up your account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.

 

They can be reached while you're signed in.

 

Here's how:

 

  1. Use the Help (?) icon.
  2. Click Contact Us.
  3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
  4. Select Start messaging or Get a call.

 

Be sure to review their support hours so you'll know when agents are available.

 

I'll be here to help if there's any questions. Have a lovely Friday!

TWGPS
Level 2

Scheduled Reports not Emailed anymore

The problems arise after QB makes changes to the software. It would be easiest to look at the differences with the changes before having users go through needless steps.

sparkhill
Level 2

Scheduled Reports not Emailed anymore

This is exactly correct.  Intuit makes changes, breaking things that have worked, and then blames the customer while expecting them to go through a bunch of worthless troubleshooting tips that ultimately can't fix an issue in the QuickBooks side.  

 

So, I chased this today and was informed the issue was "resolved," which was true last week, but it is broken again.  I have three top tier business subscriptions and all are now broken, again.  

sparkhill
Level 2

Scheduled Reports not Emailed anymore

INV-94602 was marked as "resolved" and closed.  The issue persists.   

kennedy442
Level 3

Scheduled Reports not Emailed anymore

Agreed. 

"Improvements" to QuickBooks Online usually change the functionality of things we don't care about,

and sometimes break the core systems that we *do* care about.

 

To add insult to injury, our monthly fee just increased another 10%.

These price increases always outpace inflation and are doubly irritating to be happening at a time when Software As A Service fees should be *dropping*.

 

Our business seems to be stuck with QuickBooks, so there is little we can do other than gripe publicly.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us