I have created a Management Report for a client & I now want to use it on the rest of my client bank. Is there an option for this or do I need to create one per client?

Hi Ben-mensis, thanks for your post - there's currently no way to share the custom report format between separate QuickBooks files and so this would need to be recreated on each.  We appreciate this is time-consuming and would be a great feature to have. Please submit feedback for this by clicking the Cog > Feedback within your account - this way it'll be submitted directly to our developers for their consideration. 🙂