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kennedy442
August 16, 2023
Question

Scheduled Reports not Emailed anymore

  • August 16, 2023
  • 4 replies
  • 0 views

The past 2 days our daily Reports have not been emailed.

 

Normally these arrive in our team's email inboxes around 4am EST each day. They aren't being captured by Spam folders, so I'm guessing something broke with the latest round of changes the QB Online Engineers made.

 

Is anyone else having this issue?

    4 replies

    C
    ChristineJoieR
    August 16, 2023

    Let's work together to resolve this issue, @Ken11. We can fix that by performing some troubleshooting steps. However, before that, let's try to double-check the end date to ensure you pull up the accurate schedule report email in QuickBooks Online.

     

    QuickBooks does not have a designated time for sending scheduled report emails. Currently does not offer the option to set a specific time for reports. We can only modify the dates to when the file will be automatically sent. However, if you prefer to send the report immediately, we can manually email it.

     

    Here's how:

     

    1. Pull up the report you want to email and click the Email option (envelope icon).
    2. Choose the Email button.
    3. Enter the necessary details.
    4. Press Send.

     

    If everything is fine, let's proceed with the troubleshooting steps since it is one way to know if this is an error or bug running within the company.  

     

    We can use a private window and sign in to your QuickBooks account there. If this option works, we can clear the cache from your regular browser.

     

    Here are the shortcuts to incognito browsers:

     

    • Google Chrome: press Ctrl + Shift + N
    • Microsoft Edge: press Ctrl + Shift + N
    • Firefox: press: Shift + CTRL + P

     

    Furthermore, the cache can hinder and impacts the functionality of QuickBooks and result in missing tabs and features, thus, clearing the cache to reduce issues that appear when using QuickBooks.

     

    After that, we can delete and recreate the schedule report email visit this article for your reference: Set schedule and email information for a memorized report.

     

    In addition to scheduling an email for your memorized report, you also have the option to export it as a PDF or Excel file. Here are the steps to do so: Export your reports to Excel from QuickBooks Online.

     

    I'm available to provide guidance and assistance to help you achieve your objective. I wish you a pleasant day.

    K
    kennedy442Author
    August 18, 2023

    Thank you for the attempt to solve our problems. We followed all the recommended steps provided, but our QB Reports that are Scheduled to be Emailed each day are still not arriving in our Inboxes.

     

    After Clearing the Cache, I created a new Custom Report, and Scheduled it to be Emailed Daily to a different email address than normal.

     

    Still nothing is coming through. 

     

    I'm open to any other suggestions.

    It is a hassle to manually run every Report every day. 

     

    Thank you for everyone's guidance!

     

    D
    DebSheenD
    August 18, 2023

    I appreciate you for coming back to the thread and clarifying your concern about emailing a schedule for a custom report, @kennedy442. I'll be sharing details about this matter and let me route you to our support team to assist you further.

     

    The problem with reports with an email schedule not being delivered has been recently tagged as an ongoing issue. Our product engineers are presently working to fix this as quickly as possible.

     

    I suggest contacting our QuickBooks Online Support Team so they can add you to our notification list. This will help our engineers determine the number of affected users. You'll also receive updates through email once the issue is resolved.

     

    Here's how:

     

    1. Open your QuickBooks Account.
    2. At the top right, click the Help icon.
    3. Choose the Assistant section.
    4. Type your concern in the Type something field.
    5. Click Talk to a human.

     

    You may also choose the Search tab and click the Contact Us tab. You'll then be routed into the What can we help you with? page. Then, select how you want to contact them and fill in the information.

     

    Lastly, you may refer to this article if you need a chart that contains different reports available for your version of QuickBooks Online: Reports included in your QuickBooks Online subscription.

     

    If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.

    T
    TWGPS
    August 21, 2023

    We're having this issue as well.

     

    The "Expense, Check, & Bill" pages look different (zoomed in and no text wrap) as well.

    LieraMarie_A
    LieraMarie_A
    August 21, 2023

    I can see the challenges you're facing with the display of the Expense, Check, and Bill pages in QuickBooks Online, @TWGPS.

     

    Can you share some screenshots of how the pages are currently appearing? This would help us get a clearer picture of the issue. In the meantime, let's proceed with some troubleshooting steps to rectify the situation.

     

    It's possible that the issue might be related to your browser's zoom settings. Let's start by checking your browser's zoom settings. Make sure the zoom level is set to 100% for optimal display. You can adjust this by pressing the Ctrl key on your keyboard and the Minus (-) key repeatedly to zoom out and make the page smaller. 

     

    Sometimes, cached data can sometimes lead to display glitches. These files are stored to help websites load faster when you revisit them. Clearing them will do the trick.

     

    First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:
     

    • Chrome: Ctrl + Shift + N
    • Firefox: Ctrl + Shift + P
    • Safari: Command + Shift + N

     

    If it works, you may have accumulated too much historical data in your browser. I'd recommend clearing its cache so you can access QuickBooks with a clean slate. You can also use a different supported browser to see if the issue persists.

     

    Moreover, if you need to adjust the font size of your printed forms, you can modify it on the Customs Form Styles window. 

     

    In regards to the undelivered custom reports, our engineers are actively investigating this issue. I recommend contacting our Customer Care Support team so you'll be added to the list of affected users. This way, you'll receive email updates on the investigation's status and be notified once it's been resolved. To help expedite the process, please provide them with the investigation number: INV-91558. 

     

    In the meantime, you can download them as PDFs and send them via your email. I'm also including this article that provides a few ways you can customize your reports to fit your business needs: Common Custom Reports.


    Thank you for your patience and cooperation as we work to resolve this issue. If you have any other questions or concerns, please don't hesitate to ask.

    T
    TWGPS
    August 21, 2023

    Hello - I've been a QBO user since 2009. The problem isn't on my end.

    Your company made a change that has caused this. (not the 1st time a change was made and caused issues).

    You can call me and look at my account to see for yourself.

      B
      BENT2707
      September 21, 2023

      I am also having this issue, and with EOQ it is terrible timing. Like Jengothecat, I also have been testing it on myself with it set to email me daily. I'm getting nothing, I tried reaching out to support, but I've been having an issue there too. The auto response is: I’m having some technical difficulties right now, but we probably have an article that can help you!

      K
      KayePe
      September 21, 2023

      I appreciate the details, @BENT2707 

       

      Since you're still experiencing the same issue, I recommend contacting our phone support team. I know a different way to help you contact our team outside of QuickBooks Online.

       

      Here's how:

       

      1. Contact support page: QuickBooks Online Contact Support.
      2. Select QuickBooks Online, and then type in your concern.
      3. Choose Continue, and then click Chat with us.

       

      If you want to personalize the report title and header information in the future, you can open this link: Customize reports in QuickBooks Online.

       

      If you have any concerns for your QuickBooks Online Scheduled Reports, please reach us back. Have a good day!

      S
      sparkhill
      August 14, 2024

      I am now experiencing this issue for emailed reports for the past few days.  

        K
        kennedy442Author
        September 16, 2024

        This issue does not appear resolved. Of the 22 reports that are supposed to be emailed automatically each day, the number of reports that are emailed for us fluctuates daily.

         

        For instance, this morning only 3 reports were emailed. The other 19 failed.

        The day before 14 reports were emailed (and 6 failed).

         

        This issue remains unresolved, but I haven't received a response from QuickBooks about the Root Cause and estimated date when the Intuit engineers plan to resolve the issue.

         

        We rely on QuickBooks reports to be emailed daily to operate our business. It is prohibitively time consuming to manually run each report every day, so I humbly ask that QuickBooks prioritize fixing this issue that many other people are also experiencing.

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