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Replying to:
RenjolynC
QuickBooks Team

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Hello, lewsanclan.

 

I'd like to give details and offer some steps to help the other users see your custom reports. 

 

If you have the reports saved before adding the new users, they will not be able to see them. Here are some sample screenshots of an admin and a new user account for a visual reference:

 

 

If you haven't tried deleting the custom report, you can do so by following the steps below. Before doing so, you can export each report as PDF or Excel to keep track of the customization. 

 

  1. Go to Reports > Custom reports.
  2. Select the drop-down arrow next to Edit of the custom report.
  3. Choose Export As PDF or Export As Excel. Once done, select Delete.

Once the deleted, go back to the Standard tab and open the same report. Customize the data and click the Save customization button. From the Share with drop-down, select All and then click Save

 

After the steps above, have the new users sign out/in to the account and check to see if they can view the custom reports.

 

To help manage your custom reports, please check out this article: Customize reports in QuickBooks Online.

 

If you have any additional questions on reporting in QuickBooks, please know the Community has your back. Take care and stay safe!

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