Below article is covering the process:
Memorise Reports
To add a memorised report to a group:
Note: This feature is not available on QuickBooks Online Simple Start.
1. Go to Reports, then select Custom Reports.
2. Find the desired report, then choose Edit.
3. Select Add this report to a group, then choose an existing report group, or Add new.
4. The report you added uses the schedule and email information set for the group chosen. If the group doesn't have a schedule yet, you can set the schedule and email information for the group.
To set a schedule and email information for a memorised report or group:
If you want to send more than one report by email at the same time and to the same people, you can add the reports to a group. Once the reports are in the same group, you can send it by email on a recurring schedule.
Note: This feature is not available on QuickBooks Online Simple Start.
1. Go to Reports, then select Custom Reports.
2. Find the report group you wish to schedule, then select Edit in the Action column.
3. Turn on Set email schedule. (Note: If the report is a member of a group, the report will follow the schedule set for the group. If you don't want to send a report that is a part of a group, you will need to remove it from the group.)
4. Set the email recurrence. (Tip: To set a quarterly schedule, choose Monthly and Every 3 months for the interval. For Monthly and Twice a month, you can't choose the 29th, 30th, or 31st day of the month because these days are not in every month. However, you can choose the Last day of the month.)
5. Enter the following email information for sending the report or group of reports:
From: This is the address from your User ID. If it's incorrect you can change it by selecting the Incorrect? link.
To: Enter the recipient's email ([email address removed]). For more than one, separate them with commas. Don't include any spaces. Select Format? for an example.
Cc: (Optional) Enter addresses, if any, to receive copies.
Subject: Initially it has the name of the report. You can change it.
Note: (Optional) The report or group of reports follows the note and is included as an attachment.
6. If you want to send the report or group of reports as an Excel file, select the box next to Attach the report(s) as an Excel file. Otherwise, the report(s) is sent in HTML format.
7. Select Save and close.
