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nicola10
Level 1

How do I share management reports with other QBO users

 
1 Comment 1
KayePe
QuickBooks Team

How do I share management reports with other QBO users

Thanks for posting here in the Community, @nicola10. Let me help you on how to share your management reports with other QuickBooks Online (QBO) users.

 

In QBO, you can download, send, and copy your management reports. To share the report with other QBO users, you can send them a copy. I'll show you how:

 

  1. Go to Management reports, then choose the Action dropdown for one of the reports.
  2. Select Send.
  3. Once the window opens, edit the recipients. Enter the user you want to share the report. 
  4. As an option, change the subject line and message before sending.
  5. If done, hit Send

 

Furthermore, in handling your management reports inside QBO, visit this article as a guide: View and edit management reports in QuickBooks Online

 

On the other hand, use this link to guide you on personalizing your reports: Customise reports in QuickBooks Online.

 

You can comment below for other questions about managing reports inside QBO. I'm here to help you. Have a good one.