New QuickBooks Desktop 2017 Release Allows You to Schedule Reports

Ryan Riggins

We love reports. Internally, Fourlane uses reports and scorecards to track our progress toward our business goals. We frequently work with clients to identify the reports they need to stay in tune with their business. That’s why our favorite new feature of QuickBooks Desktop is the ability to schedule reports.

The ability to schedule reports provides the following three benefits:

  • Ensures the reports get sent
  • Increases the team’s productivity by allowing them to rely on timely reports
  • Provide business updates to management team

In the past, you could set reminders to run reports, but busy bookkeepers and accounting staff may forget to do this, or put it at the bottom of the priority list because they didn’t understand the impact these reports have on management. Now, QuickBooks users can set a report schedule in QuickBooks that will be sent automatically to key stakeholders. The new feature has the ability to work across multiple company files.


See, as easy as that! Let us know if you need help identifying the reports that will help you better understand your financials.


About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

Back to list

Leave a Reply

Your email address will not be published. Required fields are marked *