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Replying to:
SheandL
QuickBooks Team

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Hi there, pkeogan. I'm here to guide you through the process of viewing and editing your scheduled reports in QuickBooks.

 

Firstly, it's important to note that the scheduling feature is accessible only when you use the Modern view to customize a report. If you're using the Classic view, this option is unavailable.

 

Furthermore, you can create more than one schedule per custom report and have the ability to edit it. However, to access all your schedules, you'll need to enable the View all schedules feature. Please follow these steps to set it up:

 

  1. Open your QuickBooks Online company.
  2. Go to Reports, then Custom Report.
  3. Find the report with a Custom label.
  4. Under the Action column, click the dropdown button.
  5. Select the Create a schedule to open the Create workflow page.
  6. Once on this page, add the necessary details.
  7. Then, click Save and turn on.

 

Afterward, the View all schedules dropdown will show. Please see the screenshot below for reference:

 

 

Moreover, if you've created a scheduled report and still having issues viewing or editing it, we can troubleshoot the issue by opening your account in an incognito window. An overloaded cache can interfere with the operation of QuickBooks, leading to lagging and formatting issues. To open a private window, please use the shortcut keys below:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Once there, access your QuickBooks account. If you're able to view and edit your scheduled reports, you may proceed with clearing your browser's history and cache. Additionally, you may consider using a supported browser to maximize your QuickBooks activities.

 

Also, I'll include this article you can save if you need guidance in exporting and managing your reports in QuickBooks:

 

 

Please remember that I'm always here to help you manage your scheduled reports in QuickBooks, pkeogan. Don't hesitate to reach out if you need any assistance.

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