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Kevin-Frank
Level 1

One of our financial people created a custom report in our QuickBooks Online account. How can he share that custom report with others in our QuickBooks Online acct?.

 
1 Comment 1
Rea_M
Moderator

One of our financial people created a custom report in our QuickBooks Online account. How can he share that custom report with others in our QuickBooks Online acct?.

Welcome to the Community, Kevin! I'm excited to see you make your first post. Sharing financial reports is an excellent practice in any organization, as it keeps everyone informed about your company's financial health. I'm here to guide you through the process, so you can focus on what you do best!

 

There are two ways to share a custom report in QuickBooks Online (QBO). Since one of team member already created a custom report, you'll want them to go to the Custom reports tab in the Reports menu to share it. Let them follow these steps to complete the procedure:

 

  1. Go to the Reports tab.
  2. Click the Custom reports tab.
  3. Locate the custom report and hit Edit under the Action column. 83.PNG
  4. Choose More actions and pick Share report.
  5. Enable the Share with others option.
  6. Select Done84.PNG

 

Another method is to use the Save customization button. Simply open a specific report, then click on the Save customization button. You'll see the Share with drop-down menu again. 

 

82.PNG

 

Additionally, would you like to email your memorized reports on a recurring schedule in QBO? If so, take a look at this article for all the details: Set schedule and email information for a memorized report in QuickBooks Online.

 

Moreover, have you had a chance to check out our QuickBooks Live Expert Assisted team? They excel at making revenue and financial management a breeze! I highly recommend exploring their services, as their support could be incredibly beneficial for your accounting needs.

 

Your satisfaction is everything to us, Kevin. If you have any further questions or want to explore the reporting feature in QBO a bit more, don’t hesitate to reach out. I'm always just a message away in the Community, ready to help. Wishing you great success!

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