Solved

Scheduled Reports Failing/UAC issue?

Forum|Forum|6 years ago
March 5, 2020
5 replies
0 views

I am working to setup scheduled reports for my QuickBooks desktop.

Using: QuickBooks Desktop Premier 2018. Fulling up to date, Logged in as the admin on single user mode. Windows 10 machine using a network install of QuickBooks. I am working on a workstation not the server.

When I open schedule reports center I get the message on the top of the report that: "QuickBooks found that your Windows is running in high UAC setting, which will block the scheduled reports."

However, My control panel clearly states it is turned to "never notify" just like QuickBooks article states to turn it off. Computer settings have been changed and computer restarted multiple times.

On the test scheduled report I've setup it lists under "last email" column: "Failure (details)". When I click on details I get a generic message: "The Scheduled Report has failed due to one or more of the following possibilities: One or more unknown errors have occurred. Please try again later." Basically a meaningless message that is not helpful.

I have setup my mail clients in preferences to both using outlook to send and using a online gmail account. Both work fine on a report I click to email. They send fine that way. However nothing is working from the scheduled report side.

My Request: Can someone give me any ideas why this would be failing? Things I can check outside of just pointing me to the article how to set up scheduled reports. I'm quite sure I've done all that.

Side issue that probably doesn't have a solution: I would love to be able to send reports (Assuming they actually work) in multi-user mode. If I need to switch to single user mode once a week to get reports to send I'm fine with this but would love a way to make it happen.

Main Goal: I have a bunch or reports that go do a bunch of different people so scheduled reports seems like the only way I can set this up. Processing multiple reports at once doesn't work because they all have to go to one email. I'd love a way to save a report with a email that it gets sent to automatically or even when I manually send them all at once. Don't know that QuickBooks can do this but would love if it could.

QuickBooks Desktop

Best answer by AileneA

It's my priority to help you sort this out, @wolffixer.

I've conducted research here and found out that there's an open investigation about the UAC settings which will block the schedule report issue. We don't have a specific time-frame to when it will be resolved. Rest assured, our software engineers are working hard to resolve this issue permanently.

To ensure you'll get an update about the resolution status, I recommend reaching out to our Technical Support Team. They have to collect personal data to add your company and product to the list of affected users and provide this number for easy tracking: INV-12177. We'll be sending you updates via email once we get this sorted out and I'll also keep this thread on track.

You can follow the steps below to connect with us:

Open QuickBooks Company File.
Click the Help menu and choose QuickBooks Desktop Help (F1).
Select Contact us.
Type your concern, and click Search.
Choose an option on how you want to connect with our support

Please check out our support hours below and contact us at a time convenient to you:

6:00 AM-6:00 PM Monday-Friday
6:00 AM-3:00 PM Saturday

In the meantime, we can manually run memorized reports and email it to your client. We can start logging in to your account and create it, Let me show you how.

From the Reports, choose Memorized and click Memorized Report List.
Type the Report name you want to assign the report.
Click the Display.
On the upper corner tap E-mail, choose either send report as Excel or send report as PDF.

After successfully sending the E-mail, lets go run memorized report to double check it.

You can also refer to this article about creating, accessing, and modifying memorized reports for your reference: Create, access and modify memorized reports.

If there's anything else I can do for you, please let me know. I want to make sure everything is taken care of for you. Have a great day!

M

MaryAnn_E

Hello @wolffixer,

You can switch as a single user mode then Run a Verify and Rebuild to fix data damage on your QuickBooks Desktop.

To Verify:

Click File at the top menu.
Go to Utilities then select Verify.

To Rebuild:

Click File at the top menu.
Go to Utilities then select Rebuild.

Once done, try setting up a scheduled report in your QuickBooks.

For your reference, read through this help article: Fix data damage on your QuickBooks Desktop company file. It has the basic steps in using the Rebuild Data tool as well as using the file doctor.

Let me know if you have more questions. We're always delighted to be your QuickBooks guide.

W

wolffixerAuthor

I have done both of these things and it doesn't seem to make any difference. Only error that showed up was one thing had the wrong number. Nothing that seemed major.

When I'm in scheduled reports center the report is still falling to send. the generic error doesn't say anything but that it failed.

Other issue I see that I mentioned above is that the scheduled reports center in QuickBooks still seems to think that I have UAC enabled but it is clearly off. Everything has been restarted multiple times since it was turned off. I don't know if this is causing it to fail but emails are not going through. I have tried both using outlook as the mail client and gmail. I can email through both ways sending invoices, statements, reports... but the scheduled reports center doesn't send anything just the error?

Any other thoughts?

A

AileneAAnswer

It's my priority to help you sort this out, @wolffixer.

I've conducted research here and found out that there's an open investigation about the UAC settings which will block the schedule report issue. We don't have a specific time-frame to when it will be resolved. Rest assured, our software engineers are working hard to resolve this issue permanently.

To ensure you'll get an update about the resolution status, I recommend reaching out to our Technical Support Team. They have to collect personal data to add your company and product to the list of affected users and provide this number for easy tracking: INV-12177. We'll be sending you updates via email once we get this sorted out and I'll also keep this thread on track.

You can follow the steps below to connect with us:

Open QuickBooks Company File.
Click the Help menu and choose QuickBooks Desktop Help (F1).
Select Contact us.
Type your concern, and click Search.
Choose an option on how you want to connect with our support

Please check out our support hours below and contact us at a time convenient to you:

6:00 AM-6:00 PM Monday-Friday
6:00 AM-3:00 PM Saturday

In the meantime, we can manually run memorized reports and email it to your client. We can start logging in to your account and create it, Let me show you how.

From the Reports, choose Memorized and click Memorized Report List.
Type the Report name you want to assign the report.
Click the Display.
On the upper corner tap E-mail, choose either send report as Excel or send report as PDF.

After successfully sending the E-mail, lets go run memorized report to double check it.

You can also refer to this article about creating, accessing, and modifying memorized reports for your reference: Create, access and modify memorized reports.

If there's anything else I can do for you, please let me know. I want to make sure everything is taken care of for you. Have a great day!

S

SupaMonkey

Same issue here on same version of Quickbooks.

Please get this fixed...

Tori B

Good morning, @SupaMonkey.

As of now, this is still under investigation. Since you're having the same issue, I recommend contacting support using the steps listed above. This way, you can receive email updates and be notified when a resolution is posted.

I appreciate you taking the time to let us know you're also having the issue. I'll be sure to take note of it.

Please let me know if you need further assistance. We are here to help you every step of the way. Have a good one!

R

richard b

I also have this problem; UAC shows completely off, but QB will not transmit scheduled reports. Premier desktop version on W10, with the data file on a server. Is it possible that the server has something to do with this? The auto send feature was one of the reasons I upgraded this year. If if is not going to work, for goodness sakes take it off of the advertised features!!

P

paulsiam

I have this same problem. On Dec 8, I was able to set up and send the scheduled reprots. Today I made a new report, and set it to go; but get the error message at thetop of the scheduled reports screen "UAC is set to High" but in Windows 10, I go to UAC and it is clearly set at LOW.

Has anyoen found a work-around???

Thanks!

R

Rea_M

I can see the importance of being able to send scheduled reports in QuickBooks Desktop (QBDT), @paulsiam. That's why I'm here to share further details about this.

Currently, we have an ongoing investigation about sending scheduled reports in QBDT. I assure you that our product engineers are actively working to have a permanent fix as soon as possible.

In the meantime, you can manually run and email the memorized report as a workaround. Here's how:

Go to the Reports menu.
Choose Memorized.
Select the Memorized Report List.
Type the Report name you want to pull up or locate it manually.
Click the Display button.
Select the E-mail button, choose either Send report as Excel or Send report as PDF.

I've attached screenshots below for your reference.

In line with this, I'd recommend contacting our Customer Care Team. They can add your account to the list of affected users. This ensures you're in the loop about the investigation's status and its fix. You can provide the INV-12177 to our representative as your reference. Here's how:

Go to the Help menu.
Select QuickBooks Desktop Help.
Click Contact Us.
Give a brief description of your issue, then select Let's talk, and then choose a way to connect.

I'm also adding this article to further guide you in managing the growth of your business using QBDT: Help Articles. It includes topics about banking, reports, and taxes to name a few.

Please know that you're always welcome to comment below if you have other concerns or follow-up inquiries about managing reports and other financial data in QBDT. I'm just around to help. Take care.

P

paulsiam

thanks for the reply.

Do you know if this issue has been solved in QuickBooks Pro Desktop 2021? If it is, I would be willing to upgrade.

C

clswenson

Looks like I'm not the only one who came looking for an answer to the UAC error. I was happy to find an article which said the problem had been solved. Nope. Why is it labeled as such?

I feel like I should reply and let others know how I was able to get the scheduled reports to work. I began to think that there must be another way to turn UAC off, other than the Control Panel method. A simple search led me to a website which lists four methods for turning off UAC. I'll list it here.

https://www.minitool.com/news/how-to-disable-uac-windows-10-004.html

I used Option 3: Disable UAC Group Policy, which did the trick. After a reboot, I no longer received the error upon opening the Scheduled Report Center. I'm guessing the Control Panel method didn't turn UAC completely off? Anyway, I hope this solution works and helps someone!

J

jmcalpine

Thank you Intuit could not tell me how to fix this problem for months. My scheduled reports are back working now. Thanks,

S

StatementConverterCom

It's now June 2022, and QB tech support confirms that this is STILL an open issue, even with QB Desktop Pro 2022. (They have a refund department and the sales department can issue credits to dissatisfied customers.)

P

Prajapati Rahul

Hello
I am having a similar kind of issue in my QB.
the time shown for the next scheduled report updates to the following hour each time an hour passes. No errors are shown, the reports are just never sent. I can manually send reports without a problem but I have around 40 companies and I need to send multiple reports from each.
We have no soluation from QB so if anyone has a soluation then let me know.

Thanks in advance.

K

Kurt_M

I appreciate you for joining us here in the thread, @rajapati Rahul. I'll share some details about sending the scheduled report in QuickBooks Desktop (QBDT). This way, you can get through this and successfully send your reports.

A possible reason it didn't work is that you're accessing the company file in multi-user mode, or there's another company file open. Please be aware that at this time, the feature is not designed to work in a hosted environments that have roaming profiles. With that said, scheduled reports will only work in single-user mode.

Feel free to visit this article for more information about sending scheduled report in QBDT: Set up and modify Scheduled Reports.

Additionally, I've got you this article in case you'd like to modify memorized reports in QBDT: Create, access and modify memorized reports.

You can also check this page in case you encounter issues with your data in your company file: Fix data damage on your QuickBooks Desktop company file.

@Prajapati Rahul, Know that you can also post here in the Community space if you have any additional QuickBooks-related concerns. Our door is open 24/7, and we'll be happy to assist you again. Take care, and have a great weekend!

Sign up

Login with SSO

Login to the community

Login with SSO