Is there a way to share custom reports from longer tenured employees to a new employee without sharing each individual report?

Custom reports created by one user in QuickBooks Online (QBO) are not automatically shared with others. Each report must be shared individually to be accessible by another user, even if you have the same access rights, Gabriella.

When new users are added, they do not automatically gain access to previously shared custom reports. Only existing users will have permission to view those reports. In such cases, I recommend deleting the existing custom report and then recreating it.

Here's how:

1. From the Custom reports tab, click the drop-down arrow next to Edit.
2. Select Delete.
3. Click Yes to confirm the action.
   
   
    

Alternatively, your boss can export the reports to Excel and share those files with you. This allows you to access and review the report data outside of QBO.

I've included a helpful article on how to customize reports in QBO, detailing the steps for changing columns and adding or removing names or accounts to display: Customize reports in QuickBooks Online.

You can always return to this conversation if you have further questions.