I have solutions for sharing your custom report with new users in QuickBooks Online (QBO), @alect.
Yes, you're right. New users you invite won’t automatically gain access to the custom reports, only the existing ones. As a workaround, I recommend recreating the custom report after adding new users and sharing it with everyone.
Alternatively, you can email the custom report to the new users so they can access it. To do that:
- Go to Reports and select the Custom Reports tab.
- Click the report's name.
- Select the Email icon to open the Print, email, or save as PDF window.
- Click Email.
- In the To field, enter the email addresses of the new users, separated by a comma and space.
- Select Send.
Here's an article for the full details: Email a sales form or report to multiple email addresses.
Additionally, QBO provides the option to export reports to Excel, allowing you to customise them further to meet your specific business needs.
We'll always be available if you have other questions about sharing custom reports. The Community team is responsive and here to help. Take care.
