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ptplf1-gmail-com
Level 1

Admin sees a reports multiple versions by the same "created" (i.e balance sheet) ending with -1, -2, and -3. The creator sees only the original version. Why?

For example:

Lucianne only sees the first report listed, but the admin sees all of them despite the "Created" being listed as Lucianne.  What is going on?  How can I determine when these versions were created?  Is this some poor man's version of revision control?

Name                                           Created
balance sheet-2023 to date   Lucianne P.
balance sheet - 2023 to date-1 Lucianne P.
balance sheet - 2023 to date-2 Lucianne P.
balance sheet - 2023 to date-3 Lucianne P.
3 Comments 3
Kurt_M
QuickBooks Team

Admin sees a reports multiple versions by the same "created" (i.e balance sheet) ending with -1, -2, and -3. The creator sees only the original version. Why?

Thank you for posting this here in the Community

 

We appreciate you allowing us to help you resolve your concerns. We aim to provide the information our customers need to get their concerns addressed promptly. In QuickBooks Online (QBO), admin users of the company file have access to all information, transactions, and other details added to the account. That said, creating a customized report and assigning it to a specific user can still be accessed by the company admin. You may visit this article to learn more: User roles and access rights in QuickBooks Online.

 

About the multiple customized reports created inside the company file, a way to determine when it was created is by running the Audit log report. It will show who created the file and when it was made and modified. We'll gladly write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the top-right corner, click the Gear icon and select Audit Log.
  3. Select Filter.
  4. Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
  5. Click Apply.

 

You can visit this article for more details: Use the audit log in QuickBooks Online.

 

In addition, we've got these articles to help you keep your current report settings, and learn more about reports inside QBO:

 

 

Once again, it's been our pleasure to have you here today. In case you need further assistance with this or have any additional QuickBooks-related questions. You can comment below or post here again. You can count on us, and we'll get back to you as soon as possible. Take care, and have a good one!

DeviyaC
Level 2

Admin sees a reports multiple versions by the same "created" (i.e balance sheet) ending with -1, -2, and -3. The creator sees only the original version. Why?

This solution does not answer the question. How do I get QBo to stop creating duplicate reports

jenop2
QuickBooks Team

Admin sees a reports multiple versions by the same "created" (i.e balance sheet) ending with -1, -2, and -3. The creator sees only the original version. Why?

Hi there, DeviyaC.

 

Can you tell us more details about the duplicate reports? We just want to make sure that we give you the right steps and information to sort this out.

 

Please reply back to us to share more details. We look forward to it. 

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