Account management

Thanks for joining this thread, hm_shadow.

Allowing QuickBooks to set the time when sending reports is a great idea.

I'll pass along your feedback to our Product Team. This way, they can take a look at this suggestion and see how they can approve it in the future.

Also, you already have the option to attach them as PDF. Just make sure to put a checkmark in the Attach the report as an Excel file box to include the file in the email.

I suggest visiting and joining the QuickBooks blog to stay current on all news and latest updates of the product.

You can also check the video tutorial below for additional guidance email reports on a recurring schedule.

Don't hesitate to leave a comment below if there's anything else you need and I'll get back to you.