cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Intuit

How to create memorised A/R reports with email reminders

You can easily create memorised Accounts Receivable (A/R) reports with scheduled email reminders for customer statements.

Note: QuickBooks Online doesn't have the ability to create recurring customer statements like it does with transactions.

How to create memorised A/R reports with email reminders

  1. Go to Reports.
  2. Enter Accounts receivable in the search bar, then choose Ageing Summary or Ageing Detail (depending on how much detail you want to receive in each emailed report).
  3. Select Save customisation.
  4. Enter the custom report name, then Save.
  5. From the left menu, select Reports, then select the Custom Reports tab.
  6. From the Action column drop-down arrow, select the report that you made, choose Edit.
  7. Toggle ON for the set email schedule.
  8. Set your desired recurrence.
  9. Enter your email address in the Email Information section, then Save and close.

That's it. You now know how to create memorised A/R reports with email reminders for customer statements.

Was this helpful?

You must sign in to vote, reply, or post