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Sgbarton1
Level 2

Can I delete a custom report that someone else created and still have it on their profile?

I need to delete a custom report
1 Comment 1
jenop2
QuickBooks Team

Can I delete a custom report that someone else created and still have it on their profile?

Thanks for being part of the Community, Sgbarton1. I'd be glad to join you here and help with your question about managing reports.

 

Yes, you can delete a customized report if you're logged in as the primary or company admin even if it was created by a different user. 

 

Here's how to delete a customized report: 

 

  1. Go to the Reports menu and proceed to the Custom reports tab.
  2. Look for the report that you want to delete.
  3. Click Delete under the Action column. 
  4. Click Delete report once again to confirm that you want to remove it. 

 

delete report.PNG

 

Let me also share these articles for additional reference and guidance when running reports in QBO:

 

 

Please don't hesitate to visit us again if you have any other questions or concerns, Sgbarton1. The Community is always here to help you out!

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