How do I move a custom report into a group?

I'll provide the steps for adding your custom report to a group, keoki-liftee-kau.

To add the existing custom report to a group, here's how:

1. Go to Reports, then click Custom reports.
2. Find the report you want to add to a group and hit Edit.
3. From the Add this report to group dropdown, you can add a new group or select a group if there are already existing groups.
4. Choose who you want to see the report from the Share with dropdown.
5. You can Toggle on/off the Set email schedule button, then click Save and close.
   
   
   

Additionally, I'll drop this link to help you move money between accounts and force your books to balance: Create journal entries in QuickBooks Online.

Comment below if you need further assistance in managing your custom reports. I'm here to help. Have a great day!

Thank you for your help.  When I click the Edit button I am not taken to the screen that has the add to group option.  I am given that option when I click Edit on every other custom report I have.  Just not this one.

Any ideas?

Hello there, keoki-liftee-kau.

I just wanted to let you know that my colleague responded to your other post. In order to keep the conversation streamlined and provide you with the best resolution, I'll ask that you post any follow-ups there.

Just in case you haven't been notified of the new response, here's the link: https://quickbooks.intuit.com/learn-support/en-us/account-management/re-i-am-trying-to-create-a-cust...

Please let me know if you have further questions or concerns. I'm always around to help, keoki-liftee-kau. Have a good one!