Charies_M
Moderator

Account management

It's nice to have you here, benhaus.

 

If you're referring to copying the customized report to and share or import it to other company files, then this is not available in QuickBooks Online (QBO). This is because reports can't be imported into another account. However, you can export the report as PDF or Excel so you can manually email it to them.

 

Here's how:

 

  1. Go to Reports.
  2. Choose the Custom reports tab.
  3. Click the Edit drop-down from the report you selected. Then select Export As PDF or Export As Excel.

Also, I have articles here about managing reports in QuickBooks Online (QBO) for your reference:

 

The Community is always open if you have other questions. Get back to me if you have one and I'd be happy to help. Wishing you have a wonderful day ahead.