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Level 1

Automatic reports/Custom reports



I created automatic reports to be sent out to customers and have shared it with 3 other QBO users. I would like to add an extra column on the reports. If I add an extra column QBO will now send out 2 reports. One being the newly edited report and also the old report that is saved under the other users. Is there an easy way to fix this without having to edit the report from each individual user account?


Note: If I delete a report from my user account the report is not actually deleted unless it is deleted from each user account.

1 Comment 1

Automatic reports/Custom reports

I'm here to share some information about how custom reports work, rpineda2.


The changes you've made to your report won't directly be applied to the other users' customer report. They'll still need to open the report and manually add the column. Here's how:


  1. Go to the Reports menu.
  2. Select the Custom reports tab, then open the custom report.
  3. Click the Customize button, then make the necessary changes.
  4. When you're done, click Save customization.

Although I can how an automated functionality would help you in managing your reports. This way, the other users won't need to manually modify their custom report whenever there are changes. I'll take note of your ideas and suggestion to help improve your QuickBooks experience.


Additionally, here are some articles that will help you speed up the reporting process in QuickBooks Online:


Don't hesitate to visit this the Community again with any concerns or questions you may have. We've got you covered.

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