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Intuit

Manage and share custom reports in QuickBooks Online Accountant

Learn how to view and share your firm's and clients' custom reports.

If you create and save custom reports, you can share them with other members of your accounting team. Currently, you can only share custom reports with your entire accounting team, or keep it private for the creator.

Here's how to share your firm's reports with your team. We'll also show you how to share reports you create for your client in their company file.

View and manage custom reports

  1. In QuickBooks Online Accountant, go to the Reports menu.
  2. Select the Custom reports tab.
  3. Select a custom report to open it.

To export a custom report to Excel or as a PDF:

  1. Find the custom report.
  2. Select the dropdown ▼ menu in the Action column.
  3. Select Export as PDF or Export as Excel.

To delete a custom report:

  1. Find the custom report.
  2. Select the dropdown ▼ menu in the Action column.
  3. Select Delete.

Share custom reports

You decide who to share a report with when you finish customising it:

Share your firm's reports

  1. In QuickBooks Online Accountant, go to the Reports menu.
  2. Follow the steps to customise a report.
  3. Select Save customisation.
  4. In the Share with dropdown, select All to share it with everyone at your firm or None to keep it to yourself. Important: If you select All, you can't change it later on.
  5. Select Save.

Note: Custom reports are automatically shared at the firm level. This is a default setting that can't be turned off.

Important: If you need to change permissions for a custom report, you need to create a copy of the original report, change the setting, and then delete the original:
  1. Go to the Reports menu and then the Custom reports tab.
  2. Find and rename the original custom report to make a copy.
  3. Select Save customisation to save the copy
  4. Set the sharing setting to All or None.
  5. Go back to the Reports menu and then the Custom reports tab.
  6. Find the original custom report and select the dropdown ▼ menu in the Action column.
  7. Select Delete.

Share a client's reports with your accounting team

  1. Open your client's QuickBooks Online company.
  2. Go to the Reports menu and then the Standard tab.
  3. Follow the steps to customise a report.
  4. Select Save customisation.
  5. In the Share with dropdown, select All to share it with all the client's users, or Firm only to only share it with accountants at your firm.
  6. Select Save.

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