Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Is there a way to share memorized reports with other QB users in the same company i.e. using the same company file?
Yes, you can share memorized reports with users in QuickBooks Desktop, svryhof.
As long as the user's assigned role is set to Full Access, they can pull up the shared memorized report.
You can refer to this article on how to add a user with full access in QuickBooks: Create and manage roles in QuickBooks Desktop Enterprise. Also, contains information on how to review roles and permissions.
For more questions about QuickBooks, feel free to drop a reply below and I'd be glad to answer them for you. Wishing you continued success.
Is there a way to share memorized reports with users who do not have full access?
Thanks for your prompt reply, svryhof.
When you share your memorized report, it will be accessible to other QuickBooks users, including those with limited access. Here's a sample screenshot of a limited-access user that can view the shared report:
I also found an article that explains more about memorized reports: Create, access and modify memorized reports.
Please let me know if you have any follow-up questions or other concerns. I'll be glad to answer them. Take care!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here