Can I export a custom report template to be used in other QBO companies?

In the old report style for QuickBooks Online, reports can be shared between companies using the URL generated by the report.

Things you should know:

  • If the report contains company specific filters (such as account names, customer names, etc), the company receiving the template must have the exact same naming convention or the report will fail.
  • The URL will also work for the redesigned reports, but is only generated on the old style. To get around this you can turn off redesigned reports from QuickBooks Labs (Company Cog > QuickBooks Labs > Redesigned Reports) and use the old report style to customise your report. Once you have done the customisation and copied the URL you can turn on the Redesigned Reports and use the URL.