Tuesday, January 13, 2009

Scheduled Report Emails from QuickBooks Online

Here is one tip that I just discovered recently.
  1. Go to your favorite report in QBOE
  2. Choose "Memorize." You can find the memorize button in the top left corner of the report screen.
  3. In the window that pops up, choose "Add this report to a group"
  4. Click Add New and enter "Test" or whatever name you want.
  5. Choose OK.
  6. On the Reports menu, go to Memorized Reports.
  7. Select the name of your report and choose "Edit"
  8. Click the box that says "Set the email schedule for this group"
  9. 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!

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