Nice to see you on the thread, Jwiest.
Let me get the help you need about the shared reports.
For your clients to show only one updated report that you share, they may need to delete the previous shared report on their end. To do this, here's how:
- In the left menu, click Reports.
- Go to the Reports tab, and select Custom reports.
- Locate the previous shared report.
- Click the Edit link under the Action column.
- Select Delete.
After that, only the updated report will now show.
Additionally, you can send a scheduled customized report. If you want to give it a try, visit this article: Set schedule and email information for a memorized report.
Feel free to comment back if you have more questions regarding this or any QuickBooks concerns. Thanks for dropping by.
