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PHRHU
November 15, 2023
Question

How to share a custom report and amend it at a later date

  • November 15, 2023
  • 1 reply
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If a custom report is shared and marked as available to all, it appears in the list of custom reports for other users.  If, however, it is amended at a later date by its originator, other users will have the original version of the report on their list.  If the amender tries to overwrite and share the report it will appear in the other users' lists as XXXX -(1) in the way a duplicate file is renamed to store alongside the original in an ordinary file directory.

 

What is the process that will allow the other users to have access to the latest version of the file created and amended by the originator?  To require them to use the largest numbered version of the report name does not inspire confidence that they are up to date...... 

1 reply

AlcaeusF
AlcaeusF
November 15, 2023

Hello, PHRHU.

 

I'm here to provide details on how to manage a shared custom report in QuickBooks Online (QBO).

 

When sharing customer reports with other users or team members, it's best to do so only once. Sharing the same report multiple times with users who already have access may lead to duplicate reports, which could appear under different names.

 

I understand how having the ability for users to access the latest version of the shared report would be beneficial for you and your business. I strongly recommend providing direct feedback to our product engineers. They are constantly seeking ideas for improving QuickBooks.

 

Here's how to submit feedback:

 

  1. In QBO, go to the Gear (Settings) icon at the top right.
  2. Select Feedback.
  3. Enter your comments or product suggestions. Then select Next to submit feedback.

 

I'm also adding this article that tackles managing and customising reports in QBO for future reference: Customise reports in QuickBooks Online.

 

Please let me know if you have follow-up questions about sharing custom reports or anything else, PHRHU. I'm always here to assist. Take care.

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