Skip to main content
K
klday1999
January 7, 2022
Question

An employee deleted all our custom reports. How can we get them back?

  • January 7, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Rose-A
Rose-A
January 7, 2022

It's good to hear from you today, klday1999.

 

The option to get the custom reports back is unavailable in QuickBooks Online. The only way to retrieve them is to recreate the reports. Here's how:

 

  1. Click Reports in the left panel and search for the desired report.
  2. On the report screen, click Customize.
  3. Customize the report and hit Save customization.

 

In case you need help with running reports into Excel, check this out: Memorize reports in QuickBooks Online. On the same link, you'll find steps on how to email custom reports.

 

Feel free to message me again if you have further questions about this. I'll be right here to help you. Have a great rest of your day!

Rose-A
Rose-A
January 8, 2022

Hi, klday1999.

 

Hope you're doing great. I wanted to see how everything is going about getting your custom reports. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

Terms & ConditionsAccessibility statement