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October 12, 2024
Question

I have QBO, am trying to create a new custom report but when I go to click custom report, the + New Button is not showing. I cleared PC browsing data but still noting.

  • October 12, 2024
  • 1 reply
  • 0 views
I am using Google Chrome and also the desktop app and have tried both. I have opened a new private browser in chrome to try and still nothing. I have tried switching views and nothing. The button for create new management report is  showing but no the custom report. Thanks for help in advance.

1 reply

October 12, 2024

I appreciate your efforts in trying all the steps you've taken so far to display the +New button when creating a custom report in QuickBooks Online (QBO). Your persistence in navigating through the various options is commendable, and I want to provide you with some additional information that may assist you further.

 

In the modern view of QBO, you can find the +Create new report when creating a custom report instead of the +New button. Let me show you how:

 

  1. Go to Reports, then select Custom reports.
  2. At the upper right side, hit +Create new report.
  3. From there, choose which type of report you want to customize.
  4. Click Create and make the necessary customizations to the reports.
  5. Once done, hit Save As and enter the needed information, then Save.

 

On the other hand, if you're not able to find the +Create new report is due to your current user permission access level. To resolve this, I suggest contacting your primary admin of your account. They will need to modify your access rights to grant you company admin privileges.

 

Additionally, I've got this article as your reference in exporting reports to excel: Export your reports to Excel from QuickBooks Online.

 

It’s been a pleasure assisting you with this vital aspect of your business, jason. I value your commitment to supporting your employees during this time. I invite you to revisit this thread if you have any further questions or need additional assistance about customizing report or any other QuickBooks tasks. I'm always here to help.