Schedule Your Memorized Reports in QuickBooks, Call on QuickBooks Support Number 1 (877) 227 2303

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How to Set a Schedule and Email Information for a Memorized Report or Group?

You can add the reports to a group if you want to send more than one report by email at the same time and to same people. As soon as the reports are arranged in the same group you can send it via email on a recurring schedule. To know more call on QuickBooks Support Number.

Please Note: This feature is not available to those who use QuickBooks Online Simple Start.

• Click on Reports and then select My Custom Reports.

• Choose Grouped Report Name to highlight the report, and then select Edit.

• Click on the box that appears next to Set the email schedule for this report or group.

To discard the report from the group:

1. Go back where the list of custom reports is saved.

2. Highlight the report which you want to remove from the group.

3. Uncheck Add this report to a group.

4. Click on Save.

• Select the Edit button on the right

• For sending the report or group of reports, enter your email information correctly.

• Click on the box next to Attach the report as an Excel file if you want to send the report or group of reports as an excel file. Else, the report is sent in HTML format.

• Click on Save.

How to add a memorized report to a group?

You can add the reports to a group if you want to send more than one report by email at the same time and to same people. As soon as the reports are arranged in the same group you can set a schedule and email information for all the reports given in the group.

• Click on Report and then select My Custom Reports.

• Choose the desired report and then select Edit.

• Click on the box appearing next to Add this report to a group.

• From the drop- down choose the name of the group you want. If the group name you want is unavailable you can create a new group.

• The report which is added uses the schedule and email information set for the group chosen. You can set the schedule and email information for the group if the group does not have a schedule yet.

How to remove a memorized report from a group?

You will have to remove the report from the group, if you want to send a report which is a part of a group.

• Click on Reports and then select My Custom Reports.

• Select the report you want and then choose Edit.

• Select to clear the box next to Add this report to a group.

• Click on Save.

For further information on Memorized Reports in QuickBooks call QuickBooks Support number 1 (877) 227 2303 and talk to our team of QuickBooks Support Executives.

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