You can set up an email schedule for customized reports in QuickBooks Online (QBO), however, QuickBooks Time does not currently offer an option to automatically email reports, @lj39.
Here’s how to schedule email reports in QBO:
- Navigate to Reports and select Custom reports.
- Locate the report you want to schedule for email.
- In the Action column, select Edit and turn on Set email schedule.
- Set the email frequency and enter the email information.
- Note: To send the report as an Excel file, check the box for Attach the report as an Excel file.
- Click Save or Save and close.
For managing reports in QuickBooks Time, consider exploring the following resources to learn more about generating reports and setting up email reminders:
*Learn about QuickBooks Time reports
*Manage schedule notifications and permissions in QuickBooks Time
On the other hand, could you specify which reports you're accessing with the statement "When I go into Reports only two people show up, but when I go into Time Reports, everyone shows up."? This information will help us better understand what reports you're pulling up and provide you with an effective resolution.
In the meantime, I recommend applying the same filters for both reports to get the right number of people to show up.
Additionally, you might find this guide helpful for managing saved reports: Create, access, and modify memorized reports.
If you have more questions or need further clarification on managing your reports in QBO or QuickBooks Time, don’t hesitate to leave a comment. Our Community is here to help you 24/7.
