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treasurer163
Level 1

How do I make a Management Report accessible to other Company Admins? I have confirmed both users are Company Admins which has Full Report Access.

 
1 Comment 1
Irene R
QuickBooks Team

How do I make a Management Report accessible to other Company Admins? I have confirmed both users are Company Admins which has Full Report Access.

Management reports created by your company's administrators are restricted and can't be accessed by other users, Treasurer163. I will provide information and solutions to assist your users in accessing these reports.
 

In QuickBooks Online (QBO), users with Full Report Access can only view and generate the default management reports provided by QuickBooks. They cannot access any customized management reports that you may have created. To share a custom report with them, you can send it directly to the other user's email or export it.
 
Here's how you can do it:
 
1. Log into the QBO account, then go to Report.
2. Select Management reports.
3. Click the dropdown arrow next to the report you wish to share.
4. Choose Send or Export as  PDF or DOCX.


For additional information on viewing, editing, and customizing QBO management reports, such as adding and rearranging reports and including notes, refer to this article: View and edit management reports in QuickBooks Online.


Additionally, you can use the Audit Log to see who changed your books and what they did. You can refer to this for details on configuring this feature: Use the audit log in QuickBooks Online.
 
Furthermore, overseeing your financial records can be a complex task. Our QuickBooks Live Expert Assisted team is available to offer an in-depth review of your business performance and provide strategic advice to support your decision-making process.
 

Whether it's about optimizing your report workflows or any other QBO-related concerns, don't hesitate to circle back on this thread. I'm here to help you at every step.

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