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!