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Misty27
Misty27
December 21, 2023
Solved

Reports removed from bookmarks

  • December 21, 2023
  • 1 reply
  • 0 views

This morning I just noticed that the reports option was removed from my bookmarks. I prefer it to be there as i makes a cleaner screen. Is there any way to add it back.

Best answer by Mark_AG

Hi there, Misty.

 

I recognize the importance of having an organized menu layout in QuickBooks Online, especially since Reports is removed from the Bookmarks. Adding Reports to the Bookmarks section is currently unavailable. As a workaround, we can edit your Menu section and drag Reports to the first part to access them easily.

 

Here's how:

 

  1. On the left menu, click the Edit icon next to the Menu.
  2. Find six dots beside the Reports.
  3. Click and drag it to the first order of the Menu.
  4. Click Save.

 

We always value your business needs and welcome suggestions to improve our services, Misty. While this option isn't currently available, I recommend sending a feature request directly to our product engineers.

 

Here's how:

 

  1. Select the Gear icon and choose Feedback.
  2. Fill in your suggestions in the Feedback field.
  3. Select Next to send it.

 

 

You can also learn how to customize and memorize reports to access them quickly and organize them better in the future.

 

You can always post and reply here in the Community space to share your experiences and concerns. We're always here to assist everyone.

1 reply

M
Mark_AGAnswer
December 21, 2023

Hi there, Misty.

 

I recognize the importance of having an organized menu layout in QuickBooks Online, especially since Reports is removed from the Bookmarks. Adding Reports to the Bookmarks section is currently unavailable. As a workaround, we can edit your Menu section and drag Reports to the first part to access them easily.

 

Here's how:

 

  1. On the left menu, click the Edit icon next to the Menu.
  2. Find six dots beside the Reports.
  3. Click and drag it to the first order of the Menu.
  4. Click Save.

 

We always value your business needs and welcome suggestions to improve our services, Misty. While this option isn't currently available, I recommend sending a feature request directly to our product engineers.

 

Here's how:

 

  1. Select the Gear icon and choose Feedback.
  2. Fill in your suggestions in the Feedback field.
  3. Select Next to send it.

 

 

You can also learn how to customize and memorize reports to access them quickly and organize them better in the future.

 

You can always post and reply here in the Community space to share your experiences and concerns. We're always here to assist everyone.

    G
    Giffola
    December 25, 2023

    I am having the same problem.  Do we know when the ability to add "reports" back to the bookmarks section will be fixed?

    R
    RoseJillB
    December 25, 2023

    I am diving into this thread to address your concern about adding reports to your bookmarks in QuickBooks Online (QBO), @Giffola.

     

    Right now, we don’t have a specific timeframe for when this option is available back in organizing your bookmarks. We heard your suggestions and want to comprehend them to help business owners use the application conveniently. 

     

    With this, I still recommend sending your feedback directly to our product development team. You can do so by following the steps provided by my colleague, MarkAngeloG, including the workaround suggested to utilize the Reports menu and access them easily.

     

    Moreover, I have added a helpful reference that provides detailed instructions for running and customizing reports. This resource should assist you in effectively utilizing the reporting feature to achieve your goals. 

     

     

    If you have any additional questions about how to customize your layout or any other preferences for the system, please don't hesitate to let me know. I'm happy to help you with anything you need. 

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