# Share a Customized QuickBooks Report With Anyone, via a Google Sheet Link

Classic reports let you build a customized report, capture it in a URL, save it as a global template, and share it with anyone. The modern reports dropped shareable custom URLs and global template saving, so a report you tailored for a client can't be handed off cleanly, and you rebuild the same customizations for every new client.

## Why this happens in QuickBooks

Modern reports keep customizations inside a saved report tied to your account, not in a shareable URL, and template saving is no longer global. Sharing outside the company, or reusing a template across clients, isn't supported the way it was.

A Google Sheet is a shareable link by nature, and it doesn't require a QuickBooks login to view.

## How to solve it

### 1. Build the report once in Google Sheets

Pull the report with Retriever and add whatever customizations you need: layout, columns, formatting, charts.

### 2. Share it with a link

Share the Google Sheet with anyone (a client, a banker, a colleague), even people outside your firm and without a QuickBooks login.

### 3. Reuse it as a template across clients

Copy the workbook, point it at the next client, and every customization carries over, no rebuilding from scratch.

### 4. Keep it current automatically

Scheduled refreshes mean whoever opens the link always sees the latest numbers.

## FAQ

### Can I share a QuickBooks report with someone who has no QuickBooks login?

Yes. A Google Sheet is viewable by anyone you share the link with, no QuickBooks account required.

### Can I save a customized report as a reusable template?

Yes. A Google Sheets workbook is your template. Copy it for each client and the customizations come along.

### Will shared reports stay up to date?

Yes. Retriever refreshes the data on a schedule, so a shared link is never stale.