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Zion EVAN
January 20, 2024
Question

How do you delete a custom report? (You would think it would be an option in "edit" but it is not.)

  • January 20, 2024
  • 1 reply
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    1 reply

    I
    IrizA
    January 20, 2024

     

    Yes, you're right Zion EVAN. Let me share some info regarding how to delete a custom report in QuickBooks Online (QBO).

     

    To delete a custom report, you can do it within the Reports menu. Kindly follow these steps:

     

    1.  Go to the Reports menu located at the left navigation panel. 
    2. Click the Custom Reports tab. 
    3. Find the report that you want to delete and press the dropdown icon located in the Action column. 
    4. Hit the Delete option. 
    5. You'll be prompted with a message, click Yes if you're certain that you want to delete it.

     

    You can also refer to this material to learn more: Customize reports in QuickBooks Online.

     

    Furthermore, you can also learn specific ways to customize your reports to get awesome insights: Common custom reports in QuickBooks Online.

     

    If you need further assistance, please enter it in the comment section. We're right here to assist you with your concerns. 

    L
    LSF5M
    February 16, 2024

    We have delete multiple custom reports individually and they keep showing up the next time we log in.  My After deleting old outdated custom reports, my screen showed that only 46 custom reports remained.  However, the client we work with sees approximately 240 when she logs in and is asking why they are not being deleted (when I have deleted them MANY MANY TIMES)!  Another user sees only 29 custom reports and another user sees 192.  Why is this happening and how can we resolve so we all see the same number (and hopefully same titles) of custom reports.  

     

    A
    AbegailS_
    February 16, 2024

    I understand your concern with custom reports not being deleted consistently across different users in QuickBooks. Let me explain why this might be happening and provide a solution, @LSF5M.

     

    In QuickBooks, custom reports can be shared among users. When a custom report is created by one user and shared with others, deleting the report will only remove it from the view of the users it was shared with. The user who created the report will still be able to see it.

     

    In your case, it seems that some users are seeing different numbers of custom reports because they have either created their reports or have received reports that were shared with them.

     

    To address this issue and ensure consistency among users, I suggest the following steps:

     

    1. Go to Reports and select the Custom reports tab.
    2. Find the group on the list.
    3. Select Edit ▼ icon from the Action column for the report you want to delete.
    4. Choose Delete and Yes.

     

    See this article for more details: Customize reports in QuickBooks Online

     

    I have resources here to help manage and get awesome insights into your custom reports. You can select each link to focus on specific details and learn even more:

     

     

    Feel free to post a reply if you have any other concerns or clarifications in managing reports. I'll get back to you as soon as possible. Take care!

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