How to set up a QBJE report subscription

A subscription allows you to schedule a report to be emailed to you at a time and frequency of your choosing. This article will show you how to set up a subscription for the QBJE report.

Step 1:

• Log in to your account at www.admin.teesnap.com. 

Step 2: 

• Navigate to "Reports" on the left hand sidebar. 
• Choose the Sales & Cash Overview workbook
• Scroll down and select the Quickbooks Journal Entry Export Tab

Step 3: 

• Make sure the Date Filter on the left hand sidebar shows "Yesterday" 
• Once confirmed, click the folder icon in the bottom left corner of the tabs bar

Step 4: 

• Select "Schedule Export" 

Step 5:

• Select "Add Schedule" 

Step 6: 

• We recommend using the "Condition" toggle to require the report to have a value in order to send. This way, you will only receive the report when there was activity during the previous day. 
• Make sure the Quickbooks Journal Entry Export is selected in the data element dropdown and that the "If there's data" option is populated in the "Send" dropdown. 

Step 7: 

• Choose the report attachment type (Excel, PDF, or Image)
• Select the time and frequency of the report send
• Click on "Create" 

Congratulations! You have successfully set up a QBJE Report Subscription. 

If you have any questions, please do not hesitate to reach out to Teesnap Support by emailing us at support@teesnap.com or calling 844-458-1032