I appreciate you posting here, @Arker_KH. I'll share details about the custom roles in QuickBooks Online (QBO).
It's correct that those users with custom roles are unable to view custom reports. For more information, read this in this article: Add and manage custom roles. They can only access and modify (limited customization) certain standard reports. As a workaround, you can share it with them instead. Here's how:
- Go to the Reports menu and select the Custom Reports tab.
- From there, look for the report and select the Edit option.
- In the Share with field, choose All (if it is already set to All proceed to Step 4).
- If you want them to receive it by email turn on the Set email schedule feature.
- Then, add their email address in the To section of the Email Information page.
- Check the Attach the report as an Excel file box.
- When done, click Save and close.
Read Step 4: Share custom reports in this guide for additional details: Customize reports in QuickBooks Online.
Moreover, the features (custom roles and custom reports) are not tied together. The former is for creating new roles for desired access you want to give to other users and the latter is for modifying the information of the report to retain those essential data. Also, certain user permissions can access reports but are limited to viewing those with financial and contact information. Check this link for more details: User roles and access rights in QuickBooks Online.
Additionally, updates for custom roles were released last February 2024. However, this only talks about assigning additional tasks. To keep updated about the latest features and enhancements of the program, you can check our QuickBooks Blog site.
I'm always here ready to lend a hand if you have other concerns managing your users with custom roles. Please keep me posted. Have a good one and stay safe.
