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barry8
Level 1

Will not let new user access custom reports

 
3 Comments 3
Joshua R
QuickBooks Team

Will not let new user access custom reports

Hello, Barry8.

 

Welcome to the Community. I'm more than happy to give you some additional information on user permissions.

 

A Standard user with limited access will not be able to view all reports including the Profit and Loss report. This user can only access Accounts Receivable and Accounts Payable reports. In addition to that, this user will need customer access in their roles so they can create invoices.

 

For more information on different user types and permission you can review: Get to know user types and permissions.

 

If you need any additional assistance please feel free to reach back out to the Community. Hope you have a wonderful day!

oikos96755
Level 1

Will not let new user access custom reports

Our new Standard User with ALL Access cannot see our custom reports.

How can this new user see the custom reports?

JamesDuanT
Moderator

Will not let new user access custom reports

 Thanks for joining in on the thread, oikos96755.

 

Users that are added after the creation of the custom report will not automatically receive access to it. Only the existing users are permitted to view the report. Aside from that, let's ensure that the custom report is also shared to All. Here's how:

  1. Click Reports on the left menu and go to the Custom reports tab.
  2. Click Edit on the report you want to share.
  3. Select All in the Share with field and click Save and close.

If the same thing happens, I'd recommend deleting and recreating the custom report.

  1. In the Custom reports tab, click the drop-down arrow next to Edit.
  2. Select Delete.
  3. Select Yes to confirm the action.

You can also use these links for reference: 

Let us know how this goes so we can further assist you. Have a great day!

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