Jeff_S
QuickBooks Team

Account management

I understand the need to have a custom report added to favorites, as I see it as an advantage, @kdu48. However, we can bookmark the custom report located in the left panel in QuickBooks Online as a workaround.

 

Here's how:

 

  1. On the left panel, go to Reports.
  2. Select Custom Reports.
  3. Under Bookmarks, click Bookmark this page.
  4. Click Save.


However, the option to add items to favorites is not available in QuickBooks Online. Our team constantly works to improve our product for a better user experience. To have this feature considered, I suggest sending feedback to our product development team.

 

Here's how:

 

  1. Go to the Gear icon, then choose Feedback.
  2. Type in your ideas or suggestions.
  3. Hit Next to submit.


In line with our topic discussed, memorizing reports allows you to quickly access frequently used reports without having to recreate them each time, streamlining workflow and saving your time.

 

Additionally, if you want to view, edit, and send management reports in QuickBooks Online, refer to this article: View and edit management reports.

 

If you need further assistance with customizing reports in QuickBooks Online, feel free to click the reply button. I'm always here to help.