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November 9, 2022
Question

How do I transfer ownership of custom reports to a new user, but not share with all users?

  • November 9, 2022
  • 1 reply
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1 reply

November 9, 2022

I appreciate you for posting your concern here today, @debra22. I'm here to provide some insights about custom reports QuickBooks Online (QBO). 

 

Let's send feedback or product recommendations to help improve the features and your experience using QuickBooks Online (QBO). 

 

Currently, there is no feature to only share a custom report with one other user. You can only share custom reports with your entire accounting team or keep them private for the creator.

 

With this, I would encourage you to send suggestions or product recommendations. We'll take them as opportunities to improve the various features of our products.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team and will help improve your experience while using the program. Here's how:

 

  1. Go to Business overview, then select Reports, or go to Reports.
  2. Select the Custom reports tab.
  3. Open a custom report.
  4. Click the Give feedback option above.
  5. Type in your recommendation in the Share your feedback field.

 

You can also track the feature requests through the Customer Feedback for QuickBooks Online website.

 

In addition, you can view our Community help articles for QuickBooks Online International. It has topics with articles, videos, and posts with our Community users to guide you along.

 

Know that you can always reply to this thread if you need help with your reports. I'll be around for you. Take care and have a good one.