QuickBooks
General Questions
How to automate group reports?
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1. Navigate to the Custom Reports tab from the Reports dashboard
2. Click the Edit button next to a group
3. Click the Set Email Schedule to turn it on
4. Complete the required fields, and click Attach the report as an Excel file, if you would
prefer a spreadsheet to a .pdf.
5. Click Save and Close.
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© LiveFlow. All rights reserved.
LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.
© LiveFlow. All rights reserved.
LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.
© LiveFlow. All rights reserved.
LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.
© LiveFlow. All rights reserved.