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Buy nowYes, you are correct, @ACO_llc. In QuickBooks Online (QBO), the organization of custom reports is user-specific, even if the reports are set to Visible to All.
Any customizations made in the Reports section, such as grouping, placement, or sorting, are linked to the logged-in user, regardless of their role (Accountant, Admin, or regular user). While report content can be shared using the Visible to All Users option, the organizational structure remains unique to each user's account settings.
As a result, the organizational changes you create as an Accountant or Admin won't be visible to your client, even with admin privileges. This is intentional, allowing users to tailor their workflows without affecting others. Alternatively, you can share a customized report by emailing it directly to your client.
Regarding the Date Range column in the Custom Reports tab, it reflects the default range established when the report was created. For dynamic reports such as Last 365 Days, it may display the standard range, which may not accurately reflect the latest applied settings.
Feel free to reach out if you have further questions about user access or other QBO features. Wishing you continued success!