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S
Skeptic
November 4, 2021
Question

Scheduled Reports

  • November 4, 2021
  • 4 replies
  • 14 views

Can anyone tell me WHY IN THE WORLD scheduled reports never get sent per their schedule. Multiple people have asked me how we can use this, as they just never get sent..... using QB Enterprise Mfg & Wholesale 21.0 release R8P. I changed the UAC settings in the control panel, rebooted, but QB still gives attached error. Also went thru this article but nothing gets it to work. Set up and modify Scheduled Reports (intuit.com)

4 replies

Angelyn_T
Angelyn_TModerator
Moderator
November 4, 2021

Hi there, @Skeptic. 

 

I appreciate you for following the steps in this article to send out scheduled reports from QuickBooks Desktop (QBDT). Let me share with you some additional information about this feature.

 

Scheduled reports are sent per schedule once the following requirements are achieved:

 

  • The computer you set up the scheduled report on is running and NOT in sleep or hibernate mode.
  • Make sure User Account Control is turned OFF.
  • QuickBooks is running.
    • A company file with scheduled report should be open.
    • If you have scheduled reports on multiple company files, NO Company file should be opened.
  • QuickBooks is updated to the latest release.
  • The company file is in single-user mode.
  • An email account is a setup up in QuickBooks.
  • You have the keep QuickBooks running for quick startups preference disabled.

 

I understand that you've met all these guidelines yet reports are not sent out. Rest assured our engineers are currently working on this error message Quickbooks had found that your windows is running in high UAC settings which will block the schedule report to fix the issue in no time.

 

For the time being, you can prepare and mail your reports manually.

 

  1. Open the report you need.
  2. Make the necessary customization.
  3. Tap on the Email dropdown, then select either to Send the report as Excel or PDF.

 

I also recommend reaching out to our Support Team so a representative can add your name or company file to the list of affected users in the current investigation. To contact support:

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Enter a brief description of your issue, then select Let's talk, and then choose a way to connect.

 

Aside from your scheduled reports, you can also memorize your reports to save the current customization settings. I'm adding this link as your guide: Create, access and modify memorized reports.

 

Let me know if you have any other follow-up questions about scheduled reports. I'm more than happy to help. Keep safe!

S
SkepticAuthor
November 6, 2021

Was this a problem with 2021 already or is it only 2022? We are using both currently.

A
AbegailS_
Level 6
November 6, 2021

Hi there, @Skeptic.

 

I'm here to add some information with your concern.

 

I checked for any reported issues on our end, but found none. If you're having difficulties with some other version of QuickBooks Desktop, you can follow the steps provided by my colleague @Angelyn_T  for reaching our Customer Support.

 

You'll want to check out this reference that you can read to help you through the reporting process in QuickBooks: Setting up report preferences

 

Fill me in if you have some questions with QuickBooks. I'm always right here to assist you further.

 

 

A
amberanderson
November 23, 2021

I have the exact same issue!!  I haven't been able to send a scheduled report since the 22.0 update. I've had several cases opened, spent countless hours on the phone with service reps but no one is able to communicate with the engineers responsible for fixing the problem.  All I ever get is an apology that they have no further information and I will need to wait to hear back from an engineer...who has apparently left the company for good.  I suppose I can't blame them!  There are several pieces that make the scheduled reports "work" but I have yet to speak to a rep that knows anything about these.  One is the integrated application "ScheduledReports" that can be found under Edit>Preferences>Integrated Applications>Company Preferences.  Perhaps that could be part of the issue we are having?  The other piece is in the Windows Task Scheduler (if you have a Windows computer).   That can be found by clicking on the Window on the bottom left of your screen and type task.  Click on Task Scheduler.  Within your Task Scheduler Library you should find "QBScheduledReport" listed under names.  There's also the executable file that's probably sitting on your C drive somewhere in your Intuit folder under the name "Scheduler.exe".  I've currently been on the phone for 3 hours with QB and that's just today.  I probably will get the same response but if a miracle happens and I get an answer, I'll be sure to let you know!

P
PwrUsr
April 19, 2022

Any update on this?

I am having the same issue https://share.getcloudapp.com/o0uRKo0z

D
drinian
December 16, 2022

The fact that you have to disable UAC to send scheduled reports in and of itself is a design flaw.  There should not be a need for privilege escalation in order to send an email.

    A
    amberanderson
    March 28, 2023

    Here we are, 17 months later and I'm still getting cases closed on me and approximately 50 hours wasted with various different agents who are required to take me through the same steps that take multiple hours to perform, even though I assure them this has already been done.  If there's anyone that actually *works* at Quickbooks/Intuit and isn't required to speak by following a script then I would love to talk to YOU!!  All agents I have spoken to may as well be a robot because they all say the EXACT same things and come to the EXACT same conclusions.  What a joke.

    T
    The Realist
    October 13, 2023

    17 months lol. I have been using Quickbooks since 2010. I can tell you the last 5+ versions of Quickbooks will not work with the auto scheduler for me. I did all the settings, I am a programmer, nothing helps. Support has been worthless year after year. Every single version of Quickbooks has failed me, way back to 2018+, and I get the newest version each year. For starters, it is really poor programming when an error says "high UAC error", yet it is completely disabled. Normally at least software does not lie about the actual issue. I would like to think reports works for some people and there is some registry setting in windows, antivirus / firewall blocking something, etc. Even giving descriptive bugs, with screen shots, details how to reproduce, still does not get fixed. Years of experience with QB talking hear, but as always, choices of live with it (manual reports) or move on. If you are depending on a fix, GOOD LUCK!

      A
      amberanderson
      October 13, 2023

      Lol, yep and now we are at 2 years with no solution!  I don't have the time (or the patience) to deal with "support" so I've given up on this ever getting fixed.  Quickbooks doesn't care about their customers unless they consider you to be in a pool of a massive amount of people with the same issue.  Then they will give you the time of day! 

      K
      kweiler
      April 2, 2024

      Wondering if this is still an issue for anyone else using Enterprise Mfg & Wholesale 24.0?  I've tried every update and every suggestion from Intuit support, and scheduled reports STILL don't send because of the UAC error

      S
      SarahannC
      Level 9
      April 2, 2024

      I appreciate your efforts in attempting the tasks suggested by our Team Support to resolve the issue with the scheduled report. The screenshot is also appreciated, kweiler.

       

      I've checked and found no similar open cases reported about this error now. At this time, we need to gather more details from you and investigate this matter promptly. Therefore, I suggest contacting our Support Team once more. 

       

      1. Open QuickBooks.
      2. Go to Help, then select QuickBooks Desktop Help/Contact Us.
        QuickBooks Help menu option in QuickBooks Desktop 2024
      3. Select Contact Us.
        Contact us button in QuickBooks Help in QuickBooks Desktop.
      4. Give a brief description of your issue, then select Continue.

       

       Alternatively, we can use this link:  Contact Support Team.

       

      Additionally, you can use these articles as guides when customizing it to your preferences.

       

       

      I'll be around to assist you further with running reports in QuickBooks Desktop.

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