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April 30, 2026
Solved

how do I delete a customized report?When I ask the "Assistant" it tells me how to deactive a customer.?

  • April 30, 2026
  • 1 reply
  • 7 views
No text available
Best answer by JoesemM

To delete a customized report, navigate to the Custom reports menu and click the drop-down arrow next to Edit under the Action column. If you cannot see the drop-down arrow, scroll the horizontal line bar to the right to view the option.

 

Here's how:

 

  1. Go to the Reports menu located in the left navigation panel.
  2. Click the Custom reports tab.
  3. Find the report that you want to delete and click the drop-down icon located in the Action column.
  4. Choose the Delete option.
  5. Click Yes to the prompt.

 

To get the most accurate information, consider expanding on your search prompt. Providing more context helps the Assistant better understand your request.

 

Explore QuickBooks Live Expert-Assisted for deeper insights into your financials. You'll receive personalized, one-on-one advice tailored to your business needs and reports.

 

Feel free to post a reply if you have any other concerns. We'll be here to help.

1 reply

JoesemM
JoesemMQuickBooks TeamAnswer
QuickBooks Team
April 30, 2026

To delete a customized report, navigate to the Custom reports menu and click the drop-down arrow next to Edit under the Action column. If you cannot see the drop-down arrow, scroll the horizontal line bar to the right to view the option.

 

Here's how:

 

  1. Go to the Reports menu located in the left navigation panel.
  2. Click the Custom reports tab.
  3. Find the report that you want to delete and click the drop-down icon located in the Action column.
  4. Choose the Delete option.
  5. Click Yes to the prompt.

 

To get the most accurate information, consider expanding on your search prompt. Providing more context helps the Assistant better understand your request.

 

Explore QuickBooks Live Expert-Assisted for deeper insights into your financials. You'll receive personalized, one-on-one advice tailored to your business needs and reports.

 

Feel free to post a reply if you have any other concerns. We'll be here to help.