How to Automate Reports in QuickBooks Online

Authored by: Support.com Tech Pro Team

1. Introduction

How to Automate Reports in QuickBooks Online

2. Automate Reports

Using QuickBooks Online, you can have report groups automatically sent by email to yourself and others at regular times (e.g. 1st of the month).

Here, the recipients are specified, along with the subject line and the text of the email. The reports can be set to be attached as Excel files, and the schedule of the email of the reports can be set as well.

To automate the report group;

1. Navigate to the Custom Reports tab from the Reports dashboard
2. Click the Edit button next to a group

1. Click the Set Email Schedule to turn it on
2. Complete the required fields, and click Attach the report as an Excel file, if you would prefer a spreadsheet to a .pdf.
3. Click Save and Close.

You may need to click the Reports option from the left-hand menu and return to Custom Reports to see the updated Email column. This will show the approximate frequency for the report schedule.

The recipients do not have to be QuickBooks Online users and QuickBooks Online does not even have to be open on your screen for these reports to be sent on schedule.