Custom Reports Scheduled for Daily Email - Often Do Not Run

Thank you for reaching out to us regarding the issues you've been facing with the scheduled delivery of your custom reports, @kennedy442. I understand how crucial these reports are for your daily operations, and I want to ensure to provide the necessary guidance to get this resolved.

When scheduled reports are sent out to email addresses, QuickBooks Online (QBO) uses quickbooks@notification.intuit.com as the sender. It's possible that it hasn't been added to the safe senders list on your employees' email provider. Please have your employees refer to one of the following support articles to unblock the address:

• AOL Mail: Manage spam and privacy in AOL Mail
• Apple Mail (Mac): Block or unblock senders in Mail on Mac
• Xfinity Email: Add Email Addresses to Your Email Safe List in Xfinity Email
• Gmail: Gmail marks valid email messages as spam
• Microsoft Outlook: Safe Senders in Outlook.com
• Mozilla Firefox: Add, Manage and share contacts
• Yahoo Mail: Manage spam and mailing lists in Yahoo Mail

If neither of these support resources is for the preferred email provider, please reach out to them for information on adding or unblocking Intuit service email addresses.

Additionally, contacting our Live Support team can provide updates and further assistance regarding the scheduled custom reports not being sent out automatically. Here’s how to contact them:

1. Click on the Help (?) option in your QBO account.
2. Select the Search tab. Then, choose Contact Us.
3. Pick Ask about something else, and enter keywords like Schedule customer report isn't being sent out automatically.
4. Hit Continue.
5. Choose either Chat with us, Schedule appointment, or Have us call you.
   

    

It's great that you have a dedicated team member managing the manual downloading and sending of reports. I understand it isn't ideal and your proactive measure to ensure that all necessary information is still reaching your team daily is commendable.

When the issue is resolved, I'd also like to add an article about QBO's cash flow planner as an additional guide for tracking your income and expenses: Use the cash flow planner.

I hope the steps we've discussed will help ensure your reports are delivered as expected. Keeping your operations running smoothly is our priority, and it’s great to see how dedicated you are to maintaining that. If you need further assistance or have additional questions in the meantime, feel free to click on the Reply button. We're committed to offering ongoing support.