United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
alisoncplatt
Level 2
posted
‎December 18, 2023 08:48 PM
last updated ‎December 18, 2023 1:48 AM

I am leaving the organisation and my replacement will need to use the custom shared reports I created. Will they still have access to these when I am deleted as a user?

I am concerned that when I am deleted these reports will also disappear and the new person will need to recreate them.  There are around 20 reports, so this would be very painful!
Reply
1 Comment 1
JamaicaA
QuickBooks Team
QuickBooks Team
‎December 18, 2023 11:17 PM

I am leaving the organisation and my replacement will need to use the custom shared reports I created. Will they still have access to these when I am deleted as a user?

I appreciate your concern about the accessibility of reports for the organisation you're leaving, @alisoncplatt. Rest assured, I will prioritize clarifying the situation and ensuring you receive a satisfactory answer.

 

Once deleted as a user, the new person can still access the reports you've created. Your history with these transactions will not disappear. The Audit log documents all actions you've done in the company file. Therefore, there's no need to recreate them.

1.png

2.png

 

For more leads on how user types and permissions are assigned and deleting profiles, refer to this article: Add, manage, or delete users in QuickBooks Online.

 

You can share this reference with new users to help them start easy: Customise reports in QuickBooks Online.

 

This info should take your worries away. If you have follow-up questions about the tasks you had in the program, let me know by leaving a comment below. I'm just a few clicks away to help.

Reply