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IrishNinoJ
QuickBooks Team

I am unable to edit Custom Report Groups in QuickBooks Online (Unable to add recipients, change schedule, & similar). Has anyone else run into this and found a solution?

I appreciate you for providing the investigation number, Michelina. Let me share some updates.

 

Upon checking, the investigation about the edit button in custom reports is already closed. We can troubleshoot through some browser troubleshooting steps to isolate the issue.

 

To start, open your account in a private browsing window. This step can help identify if the issue is related to a cache-related problem. You can activate private mode using the following shortcuts:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Shift + Ctrl + P
  • Microsoft Edge: Ctrl + Shift + N

 

If this resolves the problem, you can clear your browser's cache to refresh it. If the issue persists, I'd recommend switching to another supported browsing application.

 

Also, it is best to contact our QuickBooks support to report any problem in your case, and they will conduct a thorough investigation. Our team of experts has the required security protocols to access your account details, which is beyond the scope of what can be done here in the Community space. They can also verify the reason for the pending status and review the transactions, including the associated charges you mentioned.

 

Here's how to reach our support:

 

  1. Select Help at the top.
  2. Click the Search tab, then choose Contact Us.
  3. Select a topic or enter a brief description of your concern.
  4. Hit Continue, then select Start a chat and Get a callback.

 

Furthermore, you can refer to these materials to learn more about reports and memorize reports: 

 

 

Feel free to circle back if you still have additional queries about reports in QuickBooks Online. I'm always here to help you.

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