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sallyt2
Level 1
posted
‎July 11, 2022 03:05 PM
last updated ‎July 11, 2022 7:05 AM

Shared reports not visible to other client user or accountant

client set up shared reports not available to new client member or to accountant - reports set up as shared
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Best answer July 11, 2022
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GeorgiaC
QuickBooks Team
QuickBooks Team
‎July 11, 2022 04:50 PM

Shared reports not visible to other client user or accountant

Hi sallyt2, please have the client open the custom report, change the report name, and then re-share with all users. If they are unable to view following this, please set the 'share with' option on the report to none > save, and then change back 'share with' to all > save. 

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GeorgiaC
QuickBooks Team
QuickBooks Team
‎July 11, 2022 04:50 PM

Shared reports not visible to other client user or accountant

Hi sallyt2, please have the client open the custom report, change the report name, and then re-share with all users. If they are unable to view following this, please set the 'share with' option on the report to none > save, and then change back 'share with' to all > save. 

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