CYBER MONDAY SALE 70% OFF QuickBooks for 3 months*   Ends 12/5

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

Reply to message

View discussion in a popup

Replying to:
JaneD
Moderator

Reply to message

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.report.PNG

 

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.3.PNG
  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.

Need to get in touch?

Contact us