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CarlSJ
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Thanks for returning to this thread, @alect. I can provide additional steps to share custom reports with new users in QBO.

 

When sharing a custom report with new users, you need to make a copy of the original report by renaming it to re-enable the Share with All option. However, you'll have to repeat this every time a new user joins.

 

To begin with the process, here's how:

  1. Go to the Reports tab and select the Custom Reports section.
  2. Click on the name of the specific report you want to share.

    customreportsection.png

  3. Click on Save Customisation and rename the report to make a copy.

    rename.png

  4. After renaming the report, you can use the Share with dropdown again. Choose All and click Save to share the report with newly added users.

    sharewith.png

  5. Return to the Custom Reports list to delete the previous report and select Delete.

    deletethepreviousone.png

 

On the other hand, the recipients of the emailed custom report cannot edit or make changes to the report once they receive it since it's in PDF form. However, you can invite the user for specific roles to modify the reports.

 

Also, I'll add this article as your guide about the different options for user roles and their access permissions: User roles and access rights in QBO.

 

Furthermore, you can utilize this article to learn how to manage user profiles in QBO and improve the company's operations: Add, manage, or delete users.

 

I'll be here to assist you with additional assistance regarding sharing custom reports. Have a good one.