QuickBooks (Desktop) 2017 – Part 1: A First Look at Scheduled Reports

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glitch I ran into

I was testing this feature and received a pop-up warning "Preferences Conflict". It said that a "setting in your QuickBooks preferences is blocking scheduled reports." It provided two steps: 1) go to General > My Preferences and "uncheck Keep QuickBooks running" and 2) Exit QB and right-click on QB and run as an Administrator. --My preference setting was ALREADY unchecked. So only the second step was needed, as Murph pointed out in #2.

Leslie Simmons 83 days ago

PDF only?

You can email a single report in Excel or PDF. Starting 2015 (I seem to recall) Intuit gave us the ability to email multiple reports. But only PDF. Can this new feature email Excel reports?

Gustavo Morles 86 days ago

No - Scheduled Reports are for QB Reports Only

Sorry, but I must say NO ! There is no functionality within Scheduled Reports to use Excel Reports, only QB generated reports.

insightfulaccountant.com 86 days ago

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