Hi there, Swifty.
To help you more effectively, can you provide additional information on what assistance you need with management accounts? This enables me to better understand the situation and provide you with a tailored solution.
However, if you're referring to the same concern mentioned above, please note that management reports can only be accessed by the primary admin and can't be accessed by other users.
If you want to add a report to a management report in QuickBooks Online (QBO), you can use standard or custom reports directly from the Reports page. Follow the steps below:
- Go to the Reports menu.
- Select the Standard or Custom Reports tab.
- Locate the report you want to add and click the vertical ellipsis (three dots) icon.
- Select Add to Management Reports.
- Choose to either Create a New Management Report or Add to an Existing Management Report.
- If creating a new report, enter a name; if adding to an existing one, select it from the list.
- Click Add.
For more details, check out this article: View and edit management reports.
If you mean something else, don't hesitate to click the Reply button below.
