Account management

Hi there, Breezyn. 

Did you save the report in the Custom reports tab? You'll have to click on Save customization, so you'll be able to set an email schedule. 

You can refer to the screenshot below.

Once done, you can follow these steps to find the report:

1. Go to Reports.
2. Select the Custom reports tab.
3. Locate the report and click on Edit.
4. Under Set email schedule, click on the radio button to enable.
5. Set the schedule information.
6. Once done, click on Save and close.

See the Set schedule and email information for a memorized report article for further guidance.

You'll also learn how to get more info out of your custom reports in QuickBooks Online.

Drop us a comment once you've tried these steps. We'll always be right here.