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May 14, 2026
Question

Can I modify a scheduled report that I did from the standard reports?

  • May 14, 2026
  • 1 reply
  • 2 views

I receive the mail every week with the Excel file, I am trying to add one person, but I can´t find the one that I did.

1 reply

JoesemM
QuickBooks Team
May 15, 2026

Yes, you can modify the scheduled report that you've created by going to the Manage workflows section. From there, you can copy, turn off, or delete workflows at any time.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Manage workflows, under TOOLS.
  3. In the My workflows columnfind the workflow you want to edit.
  4. In the Actions column, click the ▼ dropdown and choose Edit.  
  5. Make your changes, then select Save or Save and turn on.

 

Don't hesitate to reply here if you have more questions.