Scheduled Report Emails from QuickBooks Online
- Go to your favorite report in QBOE
- Choose "Memorize." You can find the memorize button in the top left corner of the report screen.
- In the window that pops up, choose "Add this report to a group"
- Click Add New and enter "Test" or whatever name you want.
- Choose OK.
- On the Reports menu, go to Memorized Reports.
- Select the name of your report and choose "Edit"
- Click the box that says "Set the email schedule for this group"
- Fill out that form and set the schedule as you wish.
Congratulations! You have set up a report that will be automatically be generated and emailed to the people you choose on the schedule you choose. Very cool!