Reports

We're delighted to have you here today, Andy.

As we carefully check here on our system, the option you're trying to access isn't available. Yes, you're right. You'll have to manually go back to the Reports tab and access the same report to customize, add minor changes, and save it to have two different custom reports inside QuickBooks Online (QBO). We recommend sending a feature suggestion to our Product Development Team so they can evaluate your idea and consider it for future program updates. We'll write down the steps to get you going:

1. Access your QuickBooks Online company.
2. On the top right-corner, click the Gear icon.
3. Select Feedback and then enter your comments or product suggestions.
4. Once ready, click Next to submit feedback.

We're adding these handy articles to help you keep your current report settings inside the program, and export a copy of it outside of QBO:

• Memorize reports in QuickBooks Online.
• Export your reports to Excel from QuickBooks Online.

Andy, we're open and ready to assist if you have additional questions or tasks you'd like to perform inside QuickBooks. You can count on us, and we'll make sure to respond right away. Take care, and have a good one!