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December 20, 2021
Question

Is there a way to copy a custom report?

  • December 20, 2021
  • 1 reply
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1 reply

Rubielyn_J
December 21, 2021

I can share some ways to copy a custom report, @Partna.

 

In QuickBooks Online Advanced, you can build a custom report to access and organize your company’s financial data to suit your needs. From there, you can export the statement to have a copy of it. 

 

Here's how:

 

  1. Log in to QuickBooks Online as an administrator. 
  2. Go to the Reports menu.
  3. Click the Custom reports tab and select the report name to open it.

  4. Click the Export option.
  5. Choose either Export to Excel or as CSV file.

 

For more insights, you may consider checking out this article: Manage custom reports in QuickBooks Online Advanced.

 

Additionally, let me share this link to help you memorize your reports in QuickBooks Online. You can use this feature if you want the same settings of the customized report to be available for future use. 

 

Keep in touch if you need any more assistance managing your custom reports in QuickBooks. I'll be around to help you more. Have a pleasant day!