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how do I delete a customized report?When I ask the "Assistant" it tells me how to deactive a customer.?

 
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Best answer 2 weeks ago

Best Answers
JoesemM
Moderator

how do I delete a customized report?When I ask the "Assistant" it tells me how to deactive a customer.?

To delete a customized report, navigate to the Custom reports menu and click the drop-down arrow next to Edit under the Action column. If you cannot see the drop-down arrow, scroll the horizontal line bar to the right to view the option.

 

Here's how:

 

  1. Go to the Reports menu located in the left navigation panel.
  2. Click the Custom reports tab.
  3. Find the report that you want to delete and click the drop-down icon located in the Action column.
  4. Choose the Delete option.
  5. Click Yes to the prompt.

 

To get the most accurate information, consider expanding on your search prompt. Providing more context helps the Assistant better understand your request.

 

Explore QuickBooks Live Expert-Assisted for deeper insights into your financials. You'll receive personalized, one-on-one advice tailored to your business needs and reports.

 

Feel free to post a reply if you have any other concerns. We'll be here to help.

View solution in original post

1 Comment 1
JoesemM
Moderator

how do I delete a customized report?When I ask the "Assistant" it tells me how to deactive a customer.?

To delete a customized report, navigate to the Custom reports menu and click the drop-down arrow next to Edit under the Action column. If you cannot see the drop-down arrow, scroll the horizontal line bar to the right to view the option.

 

Here's how:

 

  1. Go to the Reports menu located in the left navigation panel.
  2. Click the Custom reports tab.
  3. Find the report that you want to delete and click the drop-down icon located in the Action column.
  4. Choose the Delete option.
  5. Click Yes to the prompt.

 

To get the most accurate information, consider expanding on your search prompt. Providing more context helps the Assistant better understand your request.

 

Explore QuickBooks Live Expert-Assisted for deeper insights into your financials. You'll receive personalized, one-on-one advice tailored to your business needs and reports.

 

Feel free to post a reply if you have any other concerns. We'll be here to help.

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