Skip to main content
May 23, 2024
Question

copy a custom report from one qbo to another qbo (both qbo online)

  • May 23, 2024
  • 1 reply
  • 0 views

Is it possible to copy or import my custom reports from one qbo to another qbo? I don't want to have to recreate the reports in the new qbo. 

1 reply

JaeAnnC
May 23, 2024

I can share a few things about importing custom reports from one company file to another in QuickBooks Online (QBO), @JennTIAF.

 

Currently, it's not possible to copy a custom report from one company file to another since reports rely on the specific information within the company file. Each has its own dataset, so the custom report wouldn't have the same underlying information to pull from the other company.

 

That said, you'll need to recreate them in the other company file. While it may require additional effort, doing so ensures alignment with the specific data in QBO.

 

Moreover, you can send your reports by email on a recurring schedule so your team members can have a copy.

 

Please know we're only a few clicks away if you require further assistance running custom reports in QBO. The Community team is available around the clock whenever you need it. Keep safe.