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Buy nowIn most systems, if you define a custom report and share that with users, all those users will have access to the report along with any changes you later make to the report. This is NOT TRUE with QuickBooksOnline. If I create a custom report and "share" it with all users, what it actually does is take a snapshot of that report and copy it into the list of reports available to all users that exist as of the date of the "share" only. If I make a change to the report, that change is NOT shared. If I add a new "all access" user or new "company admin" user, they have NO ACCESS to previously shared reports.
This is a mistake that would rate as a "Fail" in an elementary database class.
If there were a way to "un-share" then "share" the report again, I could at least work around the bug, but the only suggested workaround from QB is to re-create the report with a new name each time I add a user.
Hi pierrel3,
I see how great it would be if the changes sync to the shared reports.
While this option is unavailable, I suggest sharing the significance of this idea with our developer's team. Here's how:
In the meantime, you may recreate the report and share it again with the updated information.
Furthermore, I've included these articles on how to manage your reports:
I'm always around whenever you have concerns with QuickBooks. I've got your back!
The unfortunate thing about the suggestion (which I've gotten from QB support as well) that I modify the report and share it again with a new name is that (a) We're talking about dozens of reports such as one for each grant and (b) the folks who previously could see a report now get to see two with almost identical names and don't know whether to delete one or the other. This is not workable in reality. The "feedback" thing is there, but difficult to tell if it's a black hole or not. Evidence so far points in that direction.
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