A Simple Approach to Set Up Scheduled Report in QuickBooks

If you want to send reports regularly and at a recurring scheduled time, the Scheduled Report feature can be helpful. This automates the task of sending the same report on a regular basis. Your sales report and shrinkage report are some examples from real life that can be set up for Scheduled Reports. Therefore, to guide you with it, we have come up with this blog, explaining how to set up Scheduled Reports in QuickBooks. Have a look at the post and implement each step carefully to set up a scheduled report. 

If you don’t want to do it on your own, don’t waste your time and consult a professional instead. They are equipped and can provide you with complete assistance. Give a call to +1.833.802.0002 and talk to our support team.

A Stepwise Guide to Set Up Scheduled Report in QuickBooks

Follow the steps mentioned to set up a new scheduled report in QBDT. You must set it up carefully; otherwise, this may lead to the scheduled report not working in QuickBooks Desktop.

Ensure that an account is set up and integrated with QB before scheduling reports. If it is not already set up, do this first.

You Might Find this Helpful: How Do I Fix QuickBooks Error H202?

Create a New Scheduled Report

Later, go through the steps to create a new scheduled report:

1. 1. Head to the QuickBooks Reports menu.
2. 2. Choose Scheduled Reports.
3. 3. Tap on Schedule Setup.
4. 4. Now, pick the report that you want to send. 
5. 5. You can also opt to choose multiple reports that need to be sent on the same schedule. 
6. 6. After selecting your reports, click Next.
7. 7. Note: Only setting up a schedule for the memorized report is possible. If your report is not available there, open the report and memorize it.
8. 8. Now, set up the report schedule.
9. 9. Name your new schedule.
10. 10. Choose how frequently this report will be sent.
11. 11. Select a Start date and Time. 
12. 12. You can also choose to receive a reminder 4 hours before the report is sent. 
13. 13. Tap Next.
14. 14. Compose the schedule reports email.
15. 15. Fill in the email address of the receiver. Use a semicolon to add multiple email addresses.  
16. 16. Then, assign the report a password before finalizing the report. Important: you must not write the password in the subject or email body.
17. 17. Tap Schedule.
18. 18. Now, check if the preferences are set up correctly.
19. 19. Choose Edit and head to the Preferences tab.
20. 20. Tap on the Integrated Apps from the left menu. 
21. 21. Tap on the Company Preferences tab.
22. 22. Click on Scheduled Reports.
23. 23. Choose Properties.
24. 24. Hover over the Access Rights tab and ensure that both permissions are chosen.
25. 25. Click OK two times.

Even after following the steps, if the Scheduled Report is not working in QuickBooks, you need to consult a professional for help.

Delete or Edit an Existing Scheduled Report

• 1. Go to the Reports menu.
• 2. Choose Scheduled Reports.
• 3. Tap on the Scheduled Report Center.
• 4. Head to the Action dropdown.
• 5. Click on Edit Schedule or Delete. 
• 6. To inactivate the Scheduled Report, erase the tick mark in the Active box. 
• 7. Doing this will keep the settings of a scheduled report, but will only run when activated.

Set up Schedules Reports for QB for Mac

• 1. Go to the Reports menu.
• 2. Click on Scheduled 
• 3. Choose Set up Scheduled.
• 4. You can see the memorized reports in the first pane of the Setup Report Scheduled window. 
• 5. Now, choose one or more reports to create a batch for emailing. Or, do this if you want to save to your computer. 
• 6. Click Next. 
• 7. Set the schedule.
• 8. Provide this batch a schedule name and set the frequency and duration of the schedule. Then, tap Next. 
• 9. Save your schedule.
• 10. Choose Finish. This will allow you to edit, view, or run your scheduled report using the Scheduled Report Center. 



Bind It Up

We hope that through this blog, you have understood how to set up Scheduled Report in QuickBooks. For related issues, contact professionals at +1.833.802.0002.

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