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D
DarrinShamosh
November 4, 2024
Question

Management reports

  • November 4, 2024
  • 1 reply
  • 0 views

Quickbooks has prebuilt management reports, called Company Overview, Sales Performance, and Expense Performance.  Is there any way to delete these from the system?

1 reply

K
KayePe
November 5, 2024

In QuickBooks, the Company Overview, Sales Performance, and Expense Performance reports are default and cannot be deleted. I'll help you understand how these reports provide essential insights into your business's financial health.

 

The Company Overview includes the Statement of Activity and Financial Position while the Sales Performance features the Statement of Activity, A/R Aging Detail, and Sales by Customer Summary. The Expense Performance consists of the Statement of Activity, A/P Aging Detail, and Expenditures by Vendor Summary. Note that these management reports are vital for effective business management, and as such, cannot be removed from the system.

 

Additionally, you have the option to filter a report to display specific accounts or customers or format the layout to ensure the right data appears in the right place. For guidance on how to do this, please refer to this reference: Customize reports in QuickBooks Online. 

 

If you have any more questions while handling reports, please feel free to reach out. We are committed to providing you with the best support and assistance possible here in the Community.

D
DarrinShamoshAuthor
November 6, 2024

This makes no sense from an Intuit perspective (or it does and you are very smart).   The canned management reports contain very sensitive information.   Others that have ANY role whatsoever in the system can see this information if they are smart. The only way around this is to upgrade Quickbooks online to the Advanced version which costs another $2,000.   There is no way to use Roles in any version lower than Advanced to hide this information from any user with any role, which is disappointing.   The ability to DELETE these Management Reports should be an option.

 

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