How to share custom reports with other account users in QuickBooks Online

Written by Eryn Butler on May 14, 2024

Welcome back to our Top Five! In the realm of QuickBooks, effective management is key to business success. To assist you with your account-related queries, we’ve curated the most frequently asked questions from our Community members:

Sharing Custom Reports:
Sharing custom reports is a breeze in QuickBooks and an effective way to keep stakeholders informed. Follow these steps:
Head to the Reports tab.
Click on the Custom Reports tab.
Select the desired custom report and click Edit.
Choose a recipient from the drop-down menu.
Save and close to share the report.
Removing a Company from Your Profile:
If you’ve accidentally added a company to your profile, here’s how to rectify it:
Log in to your QuickBooks Online account.
Modify the URL to include /purgecompany.
Confirm data deletion by typing “YES” and clicking OK.
Complete the removal process by clicking Wipe Data.
Inviting Your Accountant:
Inviting your accountant to access your QuickBooks Online account is simple and free:
Click the Gear icon and select Manage Users.
Navigate to the Accounting Firms tab.
Enter your accountant’s email address and click Invite.
Exporting Data to Excel:
Exporting reports to Excel is quick and straightforward:
Access the Gear icon.
Under Tools, select Export Data.
Adjust the date range to cover year-to-date transactions.
Toggle the slider to include items from the Reports/Lists tabs.
Finding Your Company Number:
Need to locate your company number? Here’s how:
Tap the Gear icon and select Account and Settings.
Navigate to the Billing & Subscription menu.
Find your Company ID section to view the number.
We hope these insights aid in optimizing your QuickBooks experience. Remember, our Community is here to support you. Wishing you a productive week ahead!

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