How do I move a custom report into a group?

I'll provide the steps for adding your custom report to a group, keoki-liftee-kau.

To add the existing custom report to a group, here's how:

1. Go to Reports, then click Custom reports.
2. Find the report you want to add to a group and hit Edit.
3. From the Add this report to group dropdown, you can add a new group or select a group if there are already existing groups.
4. Choose who you want to see the report from the Share with dropdown.
5. You can Toggle on/off the Set email schedule button, then click Save and close.
   
   
   

Additionally, I'll drop this link to help you move money between accounts and force your books to balance: Create journal entries in QuickBooks Online.

Comment below if you need further assistance in managing your custom reports. I'm here to help. Have a great day!