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April 3, 2020
Question

Is there a way to send overdue reports automatically weekly?

  • April 3, 2020
  • 1 reply
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1 reply

AlcaeusF
April 3, 2020

Thank you for posting here in the Community, @joe97.

 

I can help you send reports automatically in QuickBooks Online. Right now, the only way is to create a memorized report and set it up to send via email on a recurring schedule.

 

Here's how:

 

  1. Click Reports on the left navigation bar.
  2. Select Custom Reports at the top.
  3. Search the report you'd like to schedule for email and in the Action column, select Edit.
  4. Choose the Set email schedule button. 
  5. Set the email recurrence based on your needs.
  6. Enter the email information for sending the report.
  7. If you want to send the report as an Excel file, select the Attach the report as an Excel file checkbox. Otherwise, the report is sent in HTML format.
  8. Select Save.

I've attached an article about memorizing transactions, like how to export them to Excel, as well as some tips and tricks:

 

Please let me know if there is anything else I can do to help by clicking the Reply button below. Have a great day ahead.