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ron-adams-polygo
Level 1

Is it possible to rename a custom report?

We created a custom report and tweaked it twice and now want to rename the final version. How do we do this?
1 Comment
SarahannC
Moderator

Is it possible to rename a custom report?

Hello there, ron-adams-polygo.

 

Yes, you can rename a custom report in QuickBooks. Let me guide you further by providing the steps below:

 

  1. Go to Reports on the left panel.
  2. Within the Custom reports tab, locate the report you'll rename.
  3. Click Edit under the Action column.
  4. In the Report Name field enter the new name of the report.
  5. Then, Save.

 

That will do. Let's take a look at the sample screenshots below:

 

To learn more and for additional guide when modifying and printing reports in QBO, you can check the articles below:

 

 

Let me know if you have other questions. Stay safe and healthy!

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