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nazbin786
Level 1

Hello I am not finding the email option under my custom reports - edit ....email tab

I would like to automate sending emailed custom reports
1 Comment 1
Maybelle_S
QuickBooks Team

Hello I am not finding the email option under my custom reports - edit ....email tab

Hello there, nazbin786.

 

I want to ensure you can email custom reports in QuickBooks Online (QBO).

 

Beforehand, can you please send us a screenshot so we can accurately determine the cause of the problem and provide a resolution?

 

In the meantime, let's perform basic troubleshooting steps. You may have accumulated too much historical data. Whenever you visit a website, it saves some information from the web page in its cache and cookies. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.

 

First, let's access 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

 

Once done, email your custom report again. If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

I've added a screenshot for your visual reference:

 

For more insights into sending reports by email, you can check this link: Set schedule and email information for a memorised report.

 

Additionally, you can visit this article about how to set up general report preferences, print, email, and export reports: Run reports in QBO.

 

Feel free to reach out if you have more questions about running reports in QuickBooks. I'm here to help.