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A
ANaser
January 18, 2022
Question

Quickbooks online reports sharing with company users

  • January 18, 2022
  • 1 reply
  • 0 views

I'm an accountant at my company, initially I had the Admin user role. To get to the Reclassify functionality I signed up myself as the company accountant. Everything worked well until I created some reported and Shared them with All, but they aren't seen by our company primary admin user?

 

How do I go about making sure users of my "client company" can see and edit the custom reports that I have created as the Accountant under the reports section of my "Client's company"?

 

Appreciate the help

1 reply

MariaSoledadG
MariaSoledadG
January 18, 2022

Allow me to share a few information about the access rights of users and guide you on what to, ANaser.

 

Normally, you can manage user roles and limit their access to specific tasks. QuickBooks user roles are customizable permission that you can give your team. You'll want to add them as Company admin or standard users. To do this, follow the steps below:

  1. Click the Gear icon.
  2. Select Manage users.
  3. Click Add user, then select Company Admin or Standard user.
  4. Click Next.
  5. Select how much access do you want this user to have, click Next.
  6. Select user settings, then Next.
  7. Enter the necessary information such as the last name, first name, and email.
  8. Click Save.

 

Please check out this article for more information: User Roles and Access Rights In QuickBooks Online. Moreover, here are the reports that are available in QuickBooks Online subscription: Reports Included In Your QuickBooks Online Subscription.

 

Let me know if you have any other questions about your company users. I'll always be right here to help.

A
ANaserAuthor
January 18, 2022

Thanks for the response, but that is not my question. It is not about managing user access because the user is an Admin (highest level of access). The issue is about report I created as an Accountant for my QBO client and I shared with All, but the Admin of QBO client can't see them.

AlcaeusF
AlcaeusF
January 19, 2022

Hello, @ANaser.

 

Thanks for getting back to us here in the Community. Allow me to hop in and help ensure your company admin can see your shared report in QuickBooks Online (QBO).

 

Since you've selected All when sharing the report, everyone should see it, including admins. To check if this is a browser-related (cache and cookies) issue, have the admins sign in to your QBO account using a private browser (incognito).

 

Here's how:

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

Once logged in, have them view the shared report again to double-check. If it's successful, they can return to their default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

 

To learn more about managing and sharing reports in QBO, please check out this article: Manage and share custom reports in QuickBooks Online Accountant.

 

You can also visit our website for more tips and resources you can use in the future: QBO self-help articles.

 

Feel free to leave a comment below if you have additional questions about reports or anything else. I'll be around to help. Stay safe.

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