Rather than share access, email the reports you want them to see. You can even set up automated scheduling of memorized reports.
Set up a new scheduled report
Before scheduling reports, ensure there's an email account set up and integrated with QuickBooks. If you haven't done so, Set up your email service in QuickBooks Desktop.
Follow these steps to create a new scheduled report:
- From the QuickBooks Reports menu, choose Scheduled Reports > Schedule Setup.
- Select the report you wish to send. You may select multiple reports to be sent in the same schedule. Once you have selected your reports, click Next.
Important: You can only set up a schedule for memorized reports. If you don't see the report you wish to send, open that report and memorize it.
- Set up report schedule.
- Give your new schedule a name.
- Set how often you want to send the report.
- Select a Start date and Time. Additionally, you may choose to have QuickBooks notify you 4 hours before it sends the reports.
- Click Next to proceed.
- Compose scheduled reports email.
- Enter the e-mail address you want to send the report to. You can send to multiple e-mail addresses by using a semicolon to separate them.
- Before finalizing the set-up, you must assign a password for the report attachments. For security reasons, Do NOT enter the password in to the subject or body fields of the e-mail.
- Click Schedule to complete the process.
- Check if the preferences is set up correctly.
- Select the Edit menu, then select Preferences.
- From the left menu, select Integrated Apps, then choose Company Preferences tab.
- Put a check on Scheduled Reports, then select Properties.
- On the Access Rights tab make sure both permissions are selected.
- Select OK, then choose OK.
Hopefully this will help