Skip to main content
J
Jeff_E_J
February 3, 2023
Question

Multiple Version of Shared Reports

  • February 3, 2023
  • 1 reply
  • 0 views

I recently created and shared several custom reports with company users who only have access to see reports. If I go and change the report details and resave it, the company users now see a second report with a "-1" at the end of the report name. Each subsequent save of the report generates another report in the user's list. My list of custom reports remained the same. Is there any way to avoid this if report changes need to be made? Our users now have 40 extra reports in their list.

1 reply

A
Alex M
February 3, 2023

Hi there Jeff_E_J,

 

It's important that all your transactions are entered correctly so that your books can be well balanced. QuickBooks Online is a great tool allowing you to run various reports to see the different financial aspects of your business. I can point you in the right direction for assistance with customizing reports.

 

For discrepancies in your view of the customized reports section compared to your reports-only users, you'd need to reach out to the QuickBooks Online support team. They'll be able to view your screen with you in a secure setting to help you with this customized reports list so it can show as desired. You can reach out to them using these steps:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

 

If you have any other questions, feel free to reach out here.

Terms & ConditionsAccessibility statement