Why setup scheduled reports in email lately & don't receive reports those reports on daily basis? whereas I am able to receive other scheduled reports setup 1 year ago.

Hello, alex-woo. 

I'll make sure you receive your scheduled report on the specific date you've set up. 

Let's open your scheduled report and double-check its setup. Make sure it is selected on the correct date. 

Once verified the setup is correct, you can delete and recreate the scheduled report. The data might be corrupted, that's why you did not receive the report. 

To delete the scheduled report, here's how:  

1. Click the Reports.
2. Select Custom Reports.
3. Find the report you'd like to schedule for email, and in the Action column, select Delete.
4. Once done, re-create the scheduled report.  

You can keep this article for future reference: Common custom reports in QuickBooks Online. It lists the custom reports other QuickBooks Online (QBO) users utilise, along with the steps on how to generate them. 

Tap the Reply button if you have other questions about reports in QBO. I'll be sure to get back to you. Have a great day!

Hi AileneA

I have followed your instruction and it is still not working.

I will try this again.

Has QuickBooks decided to make a change that no longer allows scheduled reports to be run daily? I had a custom report that ran each day and emailed to three recipients. Starting 8/14/23 that report stopped running. I tried recreating it and now I have to create a workflow that only allows the report to run on a weekly, monthly or yearly basis.  Am I going to have to create seven workflows, each running weekly? 

Hello John, we haven't received any updates regarding changes to the scheduled report.

I attempted to replicate the process on my account and was able to set the report to a daily basis. I've attached a screenshot for your visual reference:

Since you're unable to do so, let's perform some troubleshooting steps to fix this. Sign in to your QBO account using a private or incognito window. An excessive amount of cache or a browser-related problem can result in unexpected outcomes while using the program. 

You can use these keyboard shortcuts:

• Google Chrome: press Ctrl + Shift + N
• Safari: press Command + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P

Please log back into your QBO account and verify if you're now able to set the report to daily. If you can, return to your regular web browser and clear the cache and cookies to resolve any potential problems caused by cached data. Otherwise, use another supported browser.

I'll share this article for additional details: Set schedule and email information for a memorised report.

In addition, you may also export the report to an Excel file. It provides the flexibility to customise the report's appearance and enables easy sharing of the report with others who may not have access to the original reporting system. Check out this link for instructions and a guide: Export your reports to Excel from QuickBooks Online.

I would appreciate it if you can add the details below if you need more help. I'll be sure to help.

Hi John

Just to say you’re not alone.

We have the same issue, on 4 x separate Quickbooks accounts. No daily scheduled reports emailed since 14th August.

We opened a case last Friday - ID 15103935939 if you want to be added to it.

I had this same problem begin on the same date.  I clicked "Edit" on the line that showed the frequency of the scheduled emails and changed the frequency from "1 day" to "2 days", saved it, and then edited it back to 1, then saved again.  It appears to have worked.

Thanks - I’ll give that a go!

We also have not received our scheduled reports since 14 AUG 2023. QBO support wouldn't add me to the other case but I opened up ID [removed]. The workarounds haven't worked for us either.

Hi there,

I did exactly what you advised once I encountered this issue. But I am still not getting the report with the re-created schedule and report.

Hi there, ddoherty.

I appreciate you sharing the case you have with us. Obtaining scheduled reports on time is essential for the transparency of your business information. Providing an update about this is my priority in this post.

I checked our resources and verified an ongoing investigation (INV-91671) about the scheduled reports not being emailed to recipients. You'll need to reach out to our representatives to be added to the list of affected users. Through this, you'll get updates and fixes once available.

Here's how:

1. Go to the (?) Help icon.
2. Choose Search and select Contact Us.
3. Enter your concern with the investigation number.
4. Click Continue.

See this article to learn about our support hours according to your region: How and when can I contact QuickBooks Online support?

You also have the option to export your reports to Excel so you can access them outside the program. 

Our Engineering Team is working diligently to fix this issue as soon as possible. For any other report concerns, add them in the comment section below. It'll be my pleasure to help you further.

Absolutely! I have tried everything I can think of to fix it, but the reports do not run. I have to manually produce them and email them to the recipients. At least I know I am not losing my mind. Thanks!

Tested yesterday, and it is still not working. Scheduled report is not sending out at all.

Please fix this ASAP. It taking too long to address this.

I see that you're going back and forth in this forum about the scheduled reports aren't received by recipients, @alex-woo. I'll share some updates on the investigation mentioned above.

Reports represent the necessary data to see your company's current standing. That's why I recognize its importance. 

Please know that our Engineering Team is working hard to resolve the investigation (INV-91671) quickly. We aim to serve you best, especially in times like this. If you haven't contacted our representatives, follow the steps below:

1. Go to the (?) Help icon.
2. Choose Search and select Contact Us.
3. Enter your concern with the investigation number.
4. Click Continue.

Scan this guide for the support hours according to your territory: How and when can I contact QuickBooks Online support?

Be rest assured that we'll help you with this matter. Let me know f you have any other report concerns within the program. I'll answer them for you. 

All our daily reports came through as normal last night, so looks like the issue has been fixed.

Mine stopped working again a couple of days ago. Again.

Hi there, @JSALLC.

This isn’t the kind of experience that we want you to have in utilizing the scheduled reports function in QuickBooks Online (QBO).

I also understand the significance of getting this fix as reports provide the information you need to understand where your business stands right now.

Since you’re getting the same issue after a couple of days, I recommend re-contacting our Technical Support Team to check your company file and re-investigate what causing the problem around this time.

You can always count on me if you need further assistance with reports.