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Memorized Reports Quick Tip

Memorized Reports Quick Tip

When you create a report you really love, or o.k. don’t love but it took you a long time and you don’t ever want to do all that again, you can memorize it.  When you memorize a report in QuickBooks it saves the report as a template allowing the most recent information to be run through the same filters for an even more up to date version of the report.  This is a time saving tool that keeps you from having to remember how you did it last month and also allows you to use consistent reporting criteria.

To memorize a report simply create the report then go to the memorize button in the upper bar above the report.  Save the report to a report group or on its own.  Remember to give it a unique name that will help you find it again easily!