Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
Tori B
QuickBooks Team

Reply to message

Thanks for taking the time to follow along with the thread, @JH1119.

 

How are you doing today? I hope all is well. 

 

To answer your question directly, yes, you do have the ability to save the report and replace the information each week. 

 

If you have QuickBooks Online Advanced, you can create your own reports using the Custom Report Builder. You can save a customized report in a group and share it with other users. Once the report has been saved, all you'll need to do is rerun the same report to update the information weekly. 

 

Here's how you can save the report for easy access: 

 

  1. Go to Reports, then select Standard.
  2. Choose the report you want to change, then click on Customize report.
  3. After you've made the changes you want to the report, select Save as.
  4. In the Report name field, enter a descriptive name for the report.
  5. Switch on Share with others, to make it visible to others who can access the report.
    Tip: Other users will see the report you shared in their Custom reports tab. But new users you invite to the company won't see it. Only current users will have access to it.
  6. Hit Add to group dropdown, then choose the group you want to add this report to.
    Note: You can group and organize reports in your Custom reports list if you use QuickBooks Online Essentials or Plus.
  7. Once your desired options are set, Click on Save.

Note: If you edit a custom report, save it again to keep the changes.

 

That should do the trick. For more information about this process, check out Save a Customized Report in QuickBooks Online

 

Please don't hesitate to let me know if you have any additional questions or concerns. Have a good one! 

Need to get in touch?

Contact us