Set schedule and email information for custom reports in QuickBooks Online

Learn how to set up an email schedule for your custom reports in QuickBooks Online.

Email your memorised reports on a recurring schedule in QuickBooks Online. Here’s how.

Set up your report for email schedule

1. Go to Reports and select Custom reports (Take me there).
2. Find the report you'd like to schedule for email.
3. In the Action column, select Edit ✎, then turn on Set email schedule.
4. Set the email recurrence, and enter the email information.
   Note: The report will be sent as an Excel file.
5. Select Save or Save and close.

Tips:

• To set a quarterly schedule, select Monthly and Every 3 months for the interval.
• For Monthly reports, you can't choose the 29th, 30th, and 31st day of the month because these days aren't in every month.
• It's best to set Next Date to the 1st day of the following month to capture all transaction activities for that month.
• We offer payroll services for QuickBooks in some countries. This information doesn't apply to payroll reports.