Question

I am unable to edit Custom Report Groups in QuickBooks Online (Unable to add recipients, change schedule, & similar). Has anyone else run into this and found a solution?

Forum|Forum|2 years ago
January 6, 2024
2 replies
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Original commenter did not share additional details

QuickBooks Online

Hey there, dfriedrichs. Let me route you to our support.

There's an ongoing investigation (INV-95333) in QuickBooks where you're unable to edit your Custom Reports. I recommend contacting our online support so that they can add you as one of the affected users.

Please know that there's no specific timeframe for when this matter will be resolved. But once done, you'll be able to receive an email coming from QuickBooks.

Here's how to contact our support:

In your QBO account, select Help (?).
Choose the Search tab.
At the bottom of your screen, click Contact Us.
Type your concern. Then click Continue.
You may choose Callback, Appointment, or Chat as your way to connect with us.
Kindly fill out the provided field such as your First name, Last name, Email address, and Phone number.
Depending on what you choose as your way to connect with us, click Callback, Schedule an appointment, or Chat.

You may also want to learn more about the Support hours of QuickBooks.

Furthermore, you can refer to these materials to learn more about reports and memorize reports:

If you have further questions or clarifications, please feel free to do so by entering it in the comment section so that we can assist you.

D

dfriedrichsAuthor

Hi Izra,

Thank you for your reply. I had previously read these recommendations and have followed them, specifically, I have cleared my cache, deleted my intuit cookies, attempted to run in different browsers, including in Private and Incognito mode. I also had another user in my organization attempt to edit a custom report group and they had the same experience.

I believe I am impacted by known issues regarding the edit button in custom reports in QuickBooks Online and should be added to the list of affected users with this investigation number: INV-95333.

I

IrizA

Thank you for the clarification, dfriedrichs.

Yes, you're right. I made some changes in my previous post with the help of the information you've added.

Please hit the reply button if you have further information or concerns regarding on reports. I'm more than happy to assist you.

J

jgcg

I am having the same problem. I have been able to change some parameters of an existing report, but I cannot delete it from the group it is in because the Edit button does not work. Yes, I've done all of the usual things - clear the cache, change the browser, use an incognito browser, etc. I understand that this has been going on for some time. When can we expect a fix?

L

LouiseG12

I wouldn't want you to go through this kind of event, jgcg. However, I value the time and work you invested in troubleshooting the problem.

The investigation mentioned above is already closed. However, we're still receiving similar cases or reports which prompted us to open a new one. To be notified once the issue is resolved. I encourage contacting our Support team so they can add you to the list of the affected users.

Here are the steps to contact us:

Go to the Help menu and select the Search tab.
Then, click Contact Us.
Then, enter a brief description of your concern and select Continue.
Lastly, choose either Start a Chat or Get a Callback to start connecting with them.

In addition, here’s an article that'll guide you on how to personalize and memorize the information on your report:

If you need any additional help managing your business finances or other data reports in your file, please don't hesitate to respond to this post. I'll be available at any time to offer more assistance.

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