Welcome to the Community space, KPeacock.
I understand how important it is for your company to automate the process of generating and sending reports. I'll share some information about how the Schedule reports feature works.
You can set up Schedule reports in QuickBooks Desktop and choose the time and frequency at which they are sent. However, this feature is only designed to work in single-user mode. Setting it to multiple-user mode will result in the error "the report is not accessible."
The following are the reasons why it isn't available in multi-user mode or a hosted environment:
- The computer on which you configured the scheduled report is NOT in sleep or hibernation mode.
- A company file with a scheduled report should be open to one user only.
- The email preference is set up to Outlook and needs to be open and running.
If you want to run reports in multi-user mode, I recommend manually creating and sending the reports or looking for any 3rd party application that has this capability. You can use this link to find one: QuickBooks apps.
I'll also include this article for more information on the Schedule reports feature and how to set it up: Set up and modify Scheduled Reports.
Do you require assistance in customizing your reports to display only specific information? If so, you can use the following resource to guide you through the process: Customize reports in QuickBooks Desktop.
You're welcome to post again if you need anything else. We're happy to help you.
