Set schedule and email information for a memorised report in QuickBooks Online

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

Learn how to set up an email schedule for your memorised 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. Sign in to your account.
2. Go to Reports, then select Custom reports.
3. Find the report you'd like to schedule for email.
4. In the Action column, select Edit ✎, then turn on Set email schedule.
5. Set the email recurrence, and enter the email information.
   Note: To send the report as an Excel file, tick Attach the report as an Excel file box.
6. 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.