Just adding a comment because this seems like the most relevant thread and it's been around awhile....can we make it so that any canned report from QBO can be added to the Keeper package? I would really like to be able to keep everything inside Keeper, but have several clients who need P&L by month or class in their package. I don't really want to create separately and then upload to Keeper - would prefer to use the Keeper publish if possible!

Does this fix only allow you to upload it to the portal, or can you somehow add the reports to other reports you're emailing out?

Still keeping my vote! While I do use the external management report and will continue to until we can exclude classes, it would also be amazing to add additional external files to the Keeper reports.

Add to the Management Package

This request is for users looking to insert a single custom report into the report pack.

If you are looking to publish a custom / external management report PDF, you can do that today: https://help.keeper.app/en/articles/6173233-management-reports-client-financials#h_ea2a33d143

It would be fantastic if we can add a customized report in the Management Report. I have one client who would like this Deferred Revenue Report attached to the month end reports instead of having to navigate to a separate area in the file section to retrieve the report.

we use buildertrend for construction job costing would be great to include some of those reports in keeper!

I agree- the ability to pull in custom QBO reports.

yes, this!

The ability to be able to add additional reports/attachments to the financials would be very helpful! We have not made the switch to send our client financials through keeper yet, because we have clients that have requested different reports than the ones available. Most common reports would be profit and loss by class, profit and loss detail, open invoices, as well as other excel sheets for docs that need to be sent with the monthly financials.