What is new in QuickBooks Desktop Pro 2017?
QuickBooks Desktop pro-2017 includes new and improved features that will help you and your clients complete tasks with less effort than before. Join me for a review of these features.
Available with:- QuickBooks Pro, Premier, Accountant 2017 and Enterprise V 17.0. (Note: Scheduled Reports does not function in multi-user or hosted modes, or if multiple versions of QuickBooks Desktop pro 2017 are installed on the same computer.) Click here for more information.
Accessible:– From the menu bar select, Reports, Scheduled Reports, Schedule Setup. Individual email preference must be completed from the menu bar by selecting Edit, Preferences, Send Forms and be completing the required information.
Features:– Get timely insight with automated Scheduled Reports. Help your client customize and schedule automatic email delivery of reports to you or others that need to stay informed.
A few technical details about working with the Scheduled Reports feature:
1:-The QuickBooks Preference must not be selected to keep QuickBooks running for quick start-ups. This preference can be found from the menu bar by selecting Edit, Preferences, General on the My Preferences Tab. Ensure that this preference is unchecked.
2:-The automated report will be sent even if QuickBooks is closed. Data is stored must have the windows sleep mode in power settings disabled.
3:-The Windows admin user is the only one that can set up a scheduled report.
4:-The Scheduled Report Center will display the status when the report(s) failed to send.
5:-If you are using Outlook as your email delivery option, Outlook must be running to permit the reports to be sent at the scheduled time.
Hope this answer will be helpful for you. For more information about importing invoices into QuickBooks, dial QuickBooks support phone number +1-855-441-4417. You can ask any query related to QuickBooks from well qualified and experienced accounting experts.