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My accountant created some custom reports.... they do not show up under my profile...can i change this?

 
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QuickBooks Team

My accountant created some custom reports.... they do not show up under my profile...can i change this?

Hi @james-woolloosho,

 

Let's find out together why you have this issue. I'll share some points that you can check. 

 

The first thing is the location where the custom report was created. If it isn't in your QuickBooks Online company, you can contact your accountant and have him create it for you. 

 

Another reason why you don't have it is that it wasn't saved. If that's the case, you can contact your accountant so he can create it for you. Ensure that he saves the custom report this time. 

 

I'll also share this article with you: Common custom reports in QuickBooks Online. It's a list of the usual custom reports one would need in a company. It's a step by step guide on how you can generate it yourself.

 

Don't hesitate to tag me in the comments below if you have other questions. I'll get back to you. 

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