In QuickBooks Version 2017 we have the long awaited ability to email reports to multiple email addresses on a schedule that is customizable by you. To setup a Scheduled Report go to the following: Reports > Scheduled Reports > Schedule Setup. All of your memorized reports are listed and sorted by Group.
As shown above, you must be in Single-User mode and have only one company file open. Items 3 and 4 are self-explanatory.
In the picture below you can see the first step is to select the reports you want to email. In this example, we have selected Banking reports from our Memorized Report listing. After selecting both reports in this group you can see the check mark to the left and the corresponding report in PDF format to the right. If you decide to delete one of these reports just uncheck the box to the left or click on the “X” in the Selected Reports window.
Continuing our example, below you can see I have named the Schedule, selected Monthly for the frequency and have set a start date and time. I really like the option to notify me 4 hours before sending the email just in case they are not quite ready.
On the next screenshot you’ll see the email addresses I want to send these reports to (separated by a semi-colon), the appropriate attachments, and a mandatory 6-character password. The person opening these reports will need to know this password. Finally, you can customize the message as you deem necessary.
The Schedule Report Center is an excellent centralized listing of all of your Scheduled Reports. In one concise place, you can see the name, schedule date and time, whether it’s active or not, and finally the ability to delete the report by clicking the Action drop-down arrow.
Bonus Tip – Cleared Credit Card Charges
While not a major improvement in QuickBooks functionality, this new feature nonetheless is one of the “nice to haves.”
In previous versions of QuickBooks, you never knew if the transaction had cleared by looking at the transaction itself. Now in Version 17, there is a “CLEARED” splash right in the body of the transaction that shows when the transaction has reconciled. Sometimes it’s the little things that make using QuickBooks more enjoyable.