I know you've been in a tough spot here, @acctcontroller. I'm here to help you get past this situation.
A cache-related issue is likely causing the inability to edit custom report groups. If this is the case, you can perform some troubleshooting steps. You can use a private or incognito window to rule out cache problems in your browser. Here are the shortcut keys:
- For Mozilla Firefox browser: Ctrl + Shift + P
- For Google Chrome browser: Ctrl + Shift + N
- For Safari browser: Command + Shift + N
Next, log in to your QuickBooks Online (QBO) account and re-edit the custom report group. If it works, you can clear your browser's cache. This removes the webpage data that's causing the issue. If a private browser doesn't work, you can use other installed supported browsers as another option.
If the issue persists, I recommend contacting our support team. This way, they can take a closer look at your account and provide a resolution.
In case you want to personalize your sales forms, you can check out this article for guidance: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Get in touch with us again if you have other queries besides editing your custom report group. We'd be glad to help.
