Report Group sharing

Hi there, @ bgoon.

When you share a report in QuickBooks, it will be sent out one at a time on a shared group. You can use the management report to send the report as a group.

Here’s how:

1. Go to the Reports menu.
2. Choose the Management reports section.
3. Click the View drop-down and choose Send.
4. On the Email Management Report window, enter the email address of the clients or users you wanted to send the report.
5. Hit Send email.

I've also added this article that can guide you in customizing reports in QBO. That way, you'll learn how to generate reports to show the data you need: Customize reports in QuickBooks Online.

You're always welcome to post here anytime you have other questions or concerns. 

Adding a big plus 1 here.

bgoon, and all, you're spot on with your complaint (and politely so,) but the QBO team doesn't quite seem to get the questions.

Throwing in my two cents for what I think we're all asking for. QBO team, hope you might hear this and share to the dev team, or product team, or whomever needs to hear.

Image attached and below hopefully helps illustrate some of the problem.

I own a mid-sized construction firm, a heavy, Advanced subscriber/user of QBO,  and have the need to regularly create or update many custom reports, to be shared with our team of QBO users. The current shared reports feature is quite frustrating in QBO.

As outlined in other comments here, we have no ability to organize these reports for the team. Individual users can create and manage their own report groups, but that relies on each user to make this effort.

In our use what's perhaps worse still, is the way updates to shared reports currently work. When one user updates their shared report, it creates duplicates for all other users. When saving simple updates to a shared report, like a name change or revised date range, the shared report creates a new duplicate report for other users with a suffx -1,-2,3, etc.

This greatly multiplies the problem of individual users having to manage their own groupings, as any shared report with a settings update must be organized, and old reports deleted, again, and again, and again, and again...

Please, somebody out there on the QBO team, consider providing a cleaner way to share, organize, and update shared reports with other team users.

And then for anyone who's listening, would love to talk about overall limitations seemingly baked into QBO for those of us who need reporting on our Work In Process costs in balance sheet accounts...

Cheers,

Shane Roach

South Haven Builders

Atlanta, GA