How can a company administrator access previously created management reports?

Hello there, manager38. The company admin needs to be added as a user with report-level access. I'm here to expand on this below.

Since you want them to access previously created management and customized reports, you will need to delete and recreate those reports for them to gain access.

Some roles that have report-level access includes: Company Admin, Standard All Access, In-House Accountant, and View Reports. For more information on the descriptions of these roles, please refer to the article: User roles and access rights in QuickBooks Online and Intuit Enterprise Suite.

To add the company admin as a user, follow these steps:

1. Go to the Gear icon and select Manage users.
2. Navigate to the Users tab and click Add user.
3. Fill in the necessary details in the Enter personal info section.
4. In the Select a Role dropdown, choose a role that includes report-level access.
5. Once done, click Send invite.

Ask the company admin to check their email for the invitation and follow the instructions provided.

Additionally, you can visit the audit log to review any changes made in the program.

Please return to this thread if you have other questions about users and access in QuickBooks, manager38. We're here to help you in any way we can.