All of my custom reports are gone today. Does anyone else out there that has QBO Advanced and has custom report have the same problem?

This is very frustrating, @JenCTP.

Heres' what we can do:

First, you'll check the Audit log first to trace the report you’ve deleted. This is to determine if the missing custom reports are caused by unexpected behavior or, you’ve accidentally removed them in QuickBooks Online.

Here’s how you do it:

1. Select the Gear icon.
2. Under Tools, choose Audit log.
3. Click the Filter button.
4. Select the necessary details.
5. Press Apply.

Once you've confirmed that only one was deleted, we can perform some steps to get them back. Stored cache on your device can sometimes become outdated/corrupted if it gets too big, leading to unusual issues that affect system functionalities.

You can open your QuickBooks Online account using a private window then check if the reports are there. Here are the keyboard shortcuts for quick navigation:

• Google Chrome: Ctrl+Shift+N
• Mozilla Firefox: Ctrl+Shift+P
• Safari: Command+Shift+N
• Microsoft Edge: Ctrl+Shift+P

If it works, you’ll want to clear your main browser’s cache. This will help the browser run quicker. You can also use other supported browsers except for Internet Explorer as an alternative.

If this is not the case, you’ll need to create a customized report again. At this time you're unable to retrieve them in QuickBooks.

I'd love to hear how this goes, as always I'm here to help! 

Hi Jessica,

Thank you for replying. I didn't delete any, but I think I found out what happened.  I am the bookkeeper, but have always logged on as the admin. Lately though, Intuit won't let me log in without authorizing my access by sending an email to the admin, who is the owner. He is not always available to send me the code, which means I can't work.  I finally set myself up as an admin user so the emails with the authorization code come to me.  When I logged in as the new user, the reports are not there, but when I log in as the old admin, they are. I guess that means that custom reports are unique to the user, not the account.  Is that correct?

If so, can they be copied to another user?  These custom reports are extremely, emphasis on extremely, important.  They are P&L's by Class, and the reason we have QBO Advanced is because there are over 100 classes, one for each property managed. 

Thanks again, Jennifer

Let me share some information about how custom reports work, Jennifer.

You're right. Custom reports are unique to the users. Take note that any previously created custom reports will not be viewable to the new user. 

Currently, the option to copy these reports is currently unavailable in QuickBooks Online. You'll need to rebuild the reports so the new user can see and use them.

Although, I can understand how convenient to have a feature that can share custom reports with other users. To help improve your experience in the program, I'd recommend sending feedback to our Product Development Team. Here's how:

1. Sign in to your QBO account.
2. Go to the Gear icon.
3. Choose Feedback, then enter your comments and product suggestions.
4. When you're done, click Next.

Additionally, here are some resources that you can browse to help speed up the reporting process in the program:

• Customize reports
• Memorize reports

Keep me posted if you have any other concerns or follow-up questions. The Community always has your back.