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sothtreasr
March 29, 2025
Question

custom reports

  • March 29, 2025
  • 1 reply
  • 0 views

I downgraded our account to the most basic account - I am no longer able to save custom reports - is this a feature?

1 reply

J
Jovelyn_M1
March 29, 2025

Hi there, sothtreasr.

 

Upon reviewing your recent posts, I've noticed that you've submitted nearly identical questions twice. I wanted to let you know that one of these duplicate inquiries has already been addressed by a colleague of mine, JaneDave_I.

 

For your convenience, you can access their proposed solution via this link: https://quickbooks.intuit.com/learn-support/en-us/account-management/since-i-downgraded-my-account-to-the-very-basic-package-i-don-t/01/1540059#M3356.

 

Please remember, if you have any more questions about report customization or any other topic, don't hesitate to reach out. Our Community team is always on standby, eager to help with whatever you might need.

S
sothtreasrAuthor
March 29, 2025

A refinement to my problem - I can modify and save a standard report as a custom report.

 

I cannot however edit and save a previously saved custom report - I have custom reports that currently reference "last Month"  - If nearing month end I want to change that to this month - I can do it - BUT if I attempt to save it either to the same name or a different name i get the message "You do not have access to use this.".

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