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October 2, 2021
Question

Is there a way to copy over customised reports from one user to another?

  • October 2, 2021
  • 1 reply
  • 1 view
Is there a way to copy over customised reports from one user to another within an organisation?

1 reply

Level 9
October 2, 2021

Yes, there is @lyndsay-buddybag.

 

All you have to do is edit your customized report so you can share it with other users in the account.

 

Here's how:

 

  1. Go to Reports.
  2. Choose the Custom reports tab.
  3. Locate the report you want to share, then tap Edit.
  4. In the Share with dropdown, select All. See the image below.
  5. Click Save and close.

 

 

 

To learn more about this option, check out this article: Customise reports in QuickBooks Online.

 

I'm also attaching this link here in case you need help with other report-related tasks: Setting up reports to customise, run, and share.

 

If you have follow-up questions or concerns with customise reports, please let me know. I'll be around for you. Have a good one.