SALE EXTENDED 70% OFF QuickBooks for 3 months*   Ends 12/8

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:
FritzF
Moderator

Reply to message

Welcome back to the Community, @jmilholland.

 

QuickBooks Desktop (QBDT) has a feature called Scheduled Reports. This allows you to send/email reports on a regular and recurring scheduled time. You can also pick the time and frequency for sending out the reports.

 

Before doing so, ensure there's an email account set up and integrated with QuickBooks.

 

Here's how to create a scheduled report:

 

  1. In QBDT, go to the Reports menu at the top to get to the Scheduled Reports and Schedule Setup.
  2. Choose the report you wish to send, then tick Next.
  3. Set up the report schedule and compose the email.
  4. Once done, hit Schedule to complete.

 

To learn more about the process, consider checking out this article: Set up and modify Scheduled Reports.

 

Reach out to me in the comment section below if you have any other concerns or questions. I'll be here to help. Have a good one!

Need to get in touch?

Contact us