Skip to main content
February 11, 2024
Question

How do I change the email date of a generated report?

  • February 11, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

February 12, 2024

Hello danal2p-gmail-co,

 

It's a pleasure to see you in Community.  Welcome!  It's great to hear that you're using the QuickBooks Online feature, to schedule and send memorized reports on a recurring schedule.  You can edit the settings as necessary.  I would be glad to help! 

 

Follow these steps to edit the schedule;

 

1. Open Reports from the left menu 

2. Select the Custom reports tab

3. Click on Edit, in the Action column, for the desired report

4. Set the email recurrence schedule based on your needs

5. Hit Save or Save and close.

You're all set!

 

Please don't hesitate to reach out again, if you have any other questions.  We are always happy to assist!