Manage and share custom reports in QuickBooks Online Accountant

Learn how to view and share your firm's and clients' custom reports.

If you create and save custom reports, you can share them with other members of your accounting team. Currently, you can only share custom reports with your entire accounting team, or keep it private for you.

Here's how to share your firm's reports with your team. We'll also show you how to share reports you create for your client in their company file.

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

View and manage custom reports

1. In QuickBooks Online, go to Reports.
2. Select Custom reports.
3. Select a custom report to open it.

Share custom reports

You decide who to share a report with when you finish customizing it:

Share your firm's reports

1. In QuickBooks Online Accountant, go to Reports.
2. Select Custom reports.
3. Select the dropdown ▼ menu in the Action column. Then, select Share.
   Note: You can also select a custom report to open it. Select the Save ▼ dropdown. Then, select Share.
4. Select the Share with others switch to:
   1. Make the custom report visible to anyone with access to the report.
   2. Make this report only visible to you.
5. Select Done.

Note: In the Access column, you’ll see Private or Shared status.

Classic View Only: If you need to change permissions for a custom report, you need to create a copy of the original report, change the setting, and then delete the original.

1. Go to the Reports menu and then the Custom reports tab.
2. Find and rename the original custom report to make a copy.
3. Select Save customization to save the copy.
4. Set the sharing setting to All or None.
5. Go back to the Reports menu and then the Custom reports tab.
6. Find the original custom report and select the dropdown ▼ menu in the Action column.
7. Select Delete.

Share a client's reports with your accounting team

1. Open your client's QuickBooks Online company.
2. Go to Reports, then select the Standard tab.
   Note: You can customize this report.
3. Select Save As.
4. Update the report name if needed.
5. Select the Share with others switch to:
   1. Make the custom report visible to anyone with access to the report.
   2. Make this report only visible to you.
6. (Optional) Select the Add to group ▼ dropdown. You can either:
   1. Select an existing group.
   2. Select + Add new group. Then, enter a group name.
      Note: Grouping reports allows you to organize them in your list of custom reports.
7. Select Save.