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ljw8
Level 2

Scheduled Reports

Must my system be in single user mode all the time in order to send out scheduled reports?

I am using QB Enterprise Desktop.  Thanks.

5 Comments 5
ZackE
Moderator

Scheduled Reports

Thanks for reaching out to the Community, ljw8.
 

You're correct, your company file must be in single-user mode to send out scheduled reports.
 

In addition to this, each of the following conditions must be met:

  • Your computer must be running. It can't be sleeping or hibernating.
  • QuickBooks needs to be running. If you have one company file with scheduled reports, it must be open. In the event you have multiple company files with these reports, none of them should be opened.
  • An email account needs to be setup in your books. If you're using Outlook, make sure it's open and running.
  • The Keep QuickBooks running for quick startups preference must be disabled. This can be found in the General section of your Preferences.
  • Your books must be updated to our latest release.
  • User Account Control must be turned off.

 

I've included a detailed resource about working with scheduled reports that may come in handy moving forward: Set up, use, & modify Scheduled Reports
 

Please don't hesitate to send a reply if there's any additional questions. Have an awesome day!

Fiat Lux - ASIA
Level 15

Scheduled Reports

@ljw8 

Do you need one of these following reports?

Journal Report
Invoice with Payments
Payroll Detail Report
Transaction Detail Report

 

You may have an additional app to export it on schedule in multiuser mode.

ljw8
Level 2

Scheduled Reports

No, I need to email a memorized report out on a weekly basis.  Trying to automate, but apparently won't work with my team in multi users mode.  not a very good feature  :( 

Mich_S
QuickBooks Team

Scheduled Reports

Thank you for reaching out to us, @ljw8.

 

We appreciate your thoughts and suggestions to make QuickBooks Desktop better.

 

I can see that these features you want to have for memorized reports would benefit your business. Therefore, I'll let our Product Engineers know about this.

 

Also, you can personally submit your feedbacks/suggestions within your QBDT company. Here's how you can submit feedback:

 

  1. Go to the Help menu. Then select Send Feedback Online.
  2. Choose Product Suggestion.
  3. Fill out the following information: Type of Feedback, Product Area, Suggestion Box, Name, Email.
  4. Hit Send Feedback.

In the meantime, I recommend you can check for any updates by visiting this link:

The QuickBooks Blog

 

Just leave a comment if you have further questions. Have a good one!

aiannarelli
Level 2

Scheduled Reports

This is frustrating.  I don’t have someone waiting around until 1am so a report can run at 1:05 and if I did maybe they could just run the report.  

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