cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Active Member

Deleting Custom Reports as Accountant User

I have a client that creates numerous custom reports, and every one of them shows up in my Custom Reports list ( I am an accountant user). However, none of their groups for reports shows up in my list. If I delete a custom report the client created, will it also be deleted for the client user?

1 Comment
QuickBooks Team

Re: Deleting Custom Reports as Accountant User

Hi ewyatt,

 

The custom report created by your client will not be affected and will still be on their list. For group reports that aren't showing up in your report list, you can request your clients to change the Share with option to All.

 

Here's how:

  1. On the left panel, click Reports.
  2. Click the Custom Reports tab.
  3. Find the report, and click the Edit link under Action column.
  4. Under Share with drop-down list, select All.
  5. Click Save and close.

You can also check this article for more information: Share Report Templates Between QuickBooks Online Client Companies.

 

I'll be around if you have any additional questions about QuickBooks. Thanks.