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Bryan_M
QuickBooks Team

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You've come in the right thread, @kabre. Let's work together to enable the "Set email schedule" feature from the Report section.

 

I'd like to verify if you edited from the Custom Reports section where your memorised reports are. If not, you can follow these steps as to how:

 

  1. Go to the Reports section and select Custom Reports.
  2. Click the Edit icon below the Action column.
  3. Tick the switch on the Set email schedule to turn it on.
  4. Once done, click Save and Close.

 

 

Check out this article for more information: Set schedule and email information for a memorised report in QuickBooks Online.

 

If this is what you did and the issue persists, I recommend performing some basic troubleshooting steps.

 

Let's start by signing in to your account via private or incognito mode to identify if this is a browser-related concern. Also, to avoid storing cache data files that can cause unnecessary behavior when using web-based programs.

 

Feel free to use the shortcut keys below:

 

  • Google Chrome: press Ctrl + Shift + N
  • Microsoft Edge: press Ctrl + Shift + N
  • Safari: press Command + Shift +N

 

Then, set an email schedule for your reports. Once this works, you'll have to clear the cache of your default browser to remove accumulated data files. If not, you can use another supported browser or device.

 

I'll also share this article to learn how to add data in QBO reports via Excel: Export your reports to Excel from QuickBooks Online.

 

If you have any more questions about scheduling an email on your reports, let us know by leaving a comment below. Community support is available at any time. Take care always, and have a good one.