QB Issue Resolution:

It’s nice to see you here in the Community, Shearer Group.

I’d be glad to guide you on how to create groups by the calendar year.

Here’s how:

  1. On the left navigation menu, click on Reports.
  2. Pull up a specific report and click on Save Customization.
  3. Click on Add new group.
  4. Enter the New group name and click Add.
  5. Click on Save.
  6. Click the Back to report list.
  7. Select My Custom Reports.
  8. You’ll see the groups that you’ve created.

I’ve attached some screenshots below for your reference.

Feel free to leave a comment if you have additional questions. Have a great day!

Group.PNG
Group_1.PNG
Group_2.PNG
Group_3.PNG

Resolution for Issue 'How do I create groups that might contain numerous report? For example, I’d like to create groups by calendar year: 2015, 2016, 2017.' available: Yes (Solved).
Source: Intuit Community forum.

How do I create groups that might contain numerous report? For example, I’d like to create groups by calendar year: 2015, 2016, 2017.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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