How do you delete a custom report? (You would think it would be an option in "edit" but it is not.)

Yes, you're right Zion EVAN. Let me share some info regarding how to delete a custom report in QuickBooks Online (QBO).

To delete a custom report, you can do it within the Reports menu. Kindly follow these steps:

1.  Go to the Reports menu located at the left navigation panel. 
2. Click the Custom Reports tab. 
3. Find the report that you want to delete and press the dropdown icon located in the Action column. 
4. Hit the Delete option. 
5. You'll be prompted with a message, click Yes if you're certain that you want to delete it.

You can also refer to this material to learn more: Customize reports in QuickBooks Online.

Furthermore, you can also learn specific ways to customize your reports to get awesome insights: Common custom reports in QuickBooks Online.

If you need further assistance, please enter it in the comment section. We're right here to assist you with your concerns. 

We have delete multiple custom reports individually and they keep showing up the next time we log in.  My After deleting old outdated custom reports, my screen showed that only 46 custom reports remained.  However, the client we work with sees approximately 240 when she logs in and is asking why they are not being deleted (when I have deleted them MANY MANY TIMES)!  Another user sees only 29 custom reports and another user sees 192.  Why is this happening and how can we resolve so we all see the same number (and hopefully same titles) of custom reports.  

I understand your concern with custom reports not being deleted consistently across different users in QuickBooks. Let me explain why this might be happening and provide a solution, @LSF5M.

In QuickBooks, custom reports can be shared among users. When a custom report is created by one user and shared with others, deleting the report will only remove it from the view of the users it was shared with. The user who created the report will still be able to see it.

In your case, it seems that some users are seeing different numbers of custom reports because they have either created their reports or have received reports that were shared with them.

To address this issue and ensure consistency among users, I suggest the following steps:

1. Go to Reports and select the Custom reports tab.
2. Find the group on the list.
3. Select Edit ▼ icon from the Action column for the report you want to delete.
4. Choose Delete and Yes.

See this article for more details: Customize reports in QuickBooks Online

I have resources here to help manage and get awesome insights into your custom reports. You can select each link to focus on specific details and learn even more:

• Memorize reports in QBO
• Common custom reports in QuickBooks

Feel free to post a reply if you have any other concerns or clarifications in managing reports. I'll get back to you as soon as possible. Take care!

I didn't find the Action column. If it is the cog, it doesn't have the delete option.

I'm stick wit trial reports and they clog my list

Thanks for pointing that out, Van Mierlo. It appears that the cog icon wasn't in the right spot. Let's find the correct dropdown to clear out those trial reports from your list. I’ll walk you through the steps to delete them individually.

To remove your custom reports in QuickBooks Online (QBO), we can navigate to the Reports menu and choose Custom Reports. If you can't find the Delete option under the column dropdown, it's because it's inside the dropdown icon.

Here's how:

1. Go to the Reports menu and choose the Custom Reports tab.
2. Find the report that you want to remove.
3. Under the Action column, click the dropdown.
4. Select the Delete option.

You can also view the screenshot below:

Additionally, you can check out this article since it contains custom reports: Customize reports in QuickBooks Online.

If you wish to export your reports, you can follow this screenshot for more visual guidance:

If you need personalized assistance with QuickBooks tasks, such as managing reports or tracking transactions, consider exploring our QuickBooks Live Expert Assisted. Our experienced professionals are here to guide you every step of the way, ensuring you make the most out of your QuickBooks experience.

I'm here to assist you anytime, Van Mierlo. Just let me know by clicking the Reply button.