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IrishNinoJ
QuickBooks Team
QuickBooks Team
‎August 01, 2024 07:13 PM

I am unable to edit Custom Report Groups in QuickBooks Online (Unable to add recipients, change schedule, & similar). Has anyone else run into this and found a solution?

I appreciate you for providing the investigation number, Michelina. Let me share some updates.

 

Upon checking, the investigation about the edit button in custom reports is already closed. We can troubleshoot through some browser troubleshooting steps to isolate the issue.

 

To start, open your account in a private browsing window. This step can help identify if the issue is related to a cache-related problem. You can activate private mode using the following shortcuts:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Shift + Ctrl + P
  • Microsoft Edge: Ctrl + Shift + N

 

If this resolves the problem, you can clear your browser's cache to refresh it. If the issue persists, I'd recommend switching to another supported browsing application.

 

Also, it is best to contact our QuickBooks support to report any problem in your case, and they will conduct a thorough investigation. Our team of experts has the required security protocols to access your account details, which is beyond the scope of what can be done here in the Community space. They can also verify the reason for the pending status and review the transactions, including the associated charges you mentioned.

 

Here's how to reach our support:

 

  1. Select Help at the top.
  2. Click the Search tab, then choose Contact Us.
  3. Select a topic or enter a brief description of your concern.
  4. Hit Continue, then select Start a chat and Get a callback.

 

Furthermore, you can refer to these materials to learn more about reports and memorize reports: 

 

 

Feel free to circle back if you still have additional queries about reports in QuickBooks Online. I'm always here to help you.

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bluerockep
Level 1
‎September 03, 2024 12:14 PM

I am unable to edit Custom Report Groups in QuickBooks Online (Unable to add recipients, change schedule, & similar). Has anyone else run into this and found a solution?

 I had previously read these recommendations and have followed them, specifically, I have cleared my cache, deleted my intuit cookies, attempted to run in different browsers, including in Private and Incognito mode. I also had another user in my organization attempt to edit a custom report group and they had the same experience. 

 

I believe I am impacted by known issues regarding the edit button in custom reports in QuickBooks Online and should be added to the list of affected users with this investigation number: INV-95333

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CamelleT
QuickBooks Team
QuickBooks Team
‎September 03, 2024 01:20 PM

I am unable to edit Custom Report Groups in QuickBooks Online (Unable to add recipients, change schedule, & similar). Has anyone else run into this and found a solution?

Thank you for providing a detailed account of all the troubleshooting steps you have undertaken to address your concern about editing custom reports in QuickBooks Online (QBO), Bluerockep. With this, I am able to suggest the next appropriate step to resolve your problem.

 

At this time, I've checked our records and found out that the status of INV-95333 was already closed last February 2024. There are no other ongoing investigations about being unable to modify a custom report group.

 

Since you have already performed all the troubleshooting steps and the issue persists, I recommend contacting our Phone/Chat Support Team. They have the tools to pull up your account, investigate the cause of this problem, and offer a resolution. Here's how:

 

  1. Go to the Help button.

    qbo help icon.PNG

  2. Hover to the Search tab, then select Contact Us.

    search-contact us.PNG

  3. Type in a brief description of your issue.
  4. Choose between the Chat or Callback option.

    callback-chat.png

 

Support Hours are available for Plus, Essentials, and Simple Start from M-F 6 AM to 6 PM PT and Saturday 6 AM to 3 PM PT. For Advanced, any time, any day.

 

I sincerely appreciate your patience throughout this process, Bluerockep. If you have other questions about running or customizing reports in QBO, leave a reply below. I'd be glad to chime in again. Your satisfaction and understanding are essential to me.

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