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Thank you for coming back, @pkeogan. Let me help you edit the date and recipient of your schedule report in QuickBooks Online (QBO).
Please follow the steps below:
- Navigate to Reports, then select Custom reports.
- Locate the report you want to edit.
- Click the dropdown menu, then select View all schedules.
- Click the schedule report.
- Edit the start and end dates according to your preference.
- Change the email address to which you want to send the report.
- Hit Save and turn on.
If you wish to turn off the scheduled report, you can change the scheduled report on or off by clicking Save and turn off or Save and turn on. Please refer to the photos above for visual guidance.
In QuickBooks Online you can set schedule and email information for a memorized report. Memorizing reports can make your job easier and save time, you will not have to customize your reports again.
You can also view or edit your management reports and download them for extra copies.
Please keep us posted in this thread if you have other questions about editing your scheduled report. We're here to ensure all your concerns are addressed. Have a great day!