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hjones23
October 1, 2022
Question

QBO simple start Management Reports not accessible for bookeeper?

  • October 1, 2022
  • 1 reply
  • 0 views

Hello,

 

I have 8 QBO simple start reports for 8 Real Estate LLCs. I have created customer management reports which have all my favorite reports in them that can easily be exported to PDF. I have a bookkeeper with access to my accounts as well. She is telling me that she cannot see the saves management reports that I have created. Is there a setting I am missing for that to be accessible to her?

1 reply

C
CharleneMaeF
October 2, 2022

You don't have to modify anything to have your bookkeeper view the reports, hjones23.

 

This unexpected behavior could be a browser-related issue. The outdated stored cache can affect the performance of QuickBooks Online.

 

Let's check and have your bookkeeper access their account via a private window. It doesn't use the existing cache files, which makes it a good place to start if there's an issue with the browser.

 

Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once signed, check the reports. If they show, clear the browser's cache to remove its stored cache and ensure the program performs efficiently. 

 

You can also use other supported browsers as alternatives.

 

Additionally, I've added an article that'll help you personalize your reports and focus on the details that matter most to you: Customise Reports in QuickBooks Online.

 

Please keep us posted if you have other questions or concerns about managing reports. It's our priority to ensure your data is accurate.

H
hjones23Author
October 2, 2022

Thank you for your comment. Does this apply to the management reports though? My bookkeeper is able to see the customer reports but not my management reports

KlentB
KlentB
October 2, 2022

Hi there, hjones23.

 

The troubleshooting steps provided by my colleague above will help fix that issue. QuickBooks Online automatically creates Management Report compilations that contain several reports for easy viewing and sharing with your company or associates. This means that users with the right access, including the accountant/bookkeeper should be able to run the reports.

 

For the reports you've created and saved, you'll want to make sure that the Share with All option has been turned on. This way, your bookkeeper will be able to access them. Here's how:

 

  1. Go to the Reports menu.
  2. Click the Custom reports tab.
  3. Locate the report, then click Edit.
  4. Select All from the Share with drop-down menu.
  5. Click Save and close.

Visit the Community again if you need more help in running your other company reports. We're open here 24/7 and always ready to assist.

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