Memorized Reports in QuickBooks not working: Re-sort QuickBooks to Fix Problems

Memorized reports in QuickBooks not working

Quickbooks is a highly admired piece of software in the world of accounts. Though the team at Intuit continues to work to make things better but still many people face issues while working on the program. The most common of them is memorized transactions.

There are more than 100+ reports available in QuickBooks which are available to view and analyze your financials. But sometimes there comes an issue and you are not able to get them right. Sometimes you face an error and sometimes the report you see just does not gives you the true info.

E.g.

If you open up the sales report then what you get to see is a very general report which doesn’t give you the current balances of your sales. This is how the program is designed. If you want to see current balances then a slight change in the settings are required.

Though the problem in reports is not a big issue as they can be modified easily if you face an error in memorized transactions then simply you see an error. If you are not able to open up your memorized transaction report then you get an error in your .log file.

What does QuickBooks actually look like?

Whenever you present a memorized report, so all the parameters you remember at that time are applied. But the most recent data is visible. Anytime you remember a report in QuickBooks, so you can store it with its existing customization options. To do this you first need to locate and display that report. what you want to remember. After that click on Customize. When you stop omitting the report. After that run the report, then click on Save customization.

For Example: If you set the date of a report to last month and you remember the report in September. But if you watch it in December, then instead of August, you will see the data of the report for November.

Error messages you see:

“Report contains invalid formatting. Recnum 1** The report must be deleted.”

The error message displayed may vary differently in different QB versions. The above message may be the result of many different factors, they may be:

  • Either because the path that points to the memorized transactions is damaged or
  • The path itself no longer exists,

Solution Memorized reports in QuickBooks not working

What you can do is either:

  • Troubleshoot the error or,
  • Recreate the report.

You would need to try both of them if the one is not working. Thus without any further ado, let’s right jump into it.

Troubleshoot your error.

Here the very first thing you would need to do is to Resort to the list.

This you can do through the way of following steps:

  • Head over to the Memorized Report section. Navigate the path to reach the section. It’s like: Reports > Memorized tab > Memorized Reports list.
  • Now hit the Memorized Reports list drop-down menu and you will see a section called Resort.
  • Choose the Resort tab.
  • Here you will see a dialogue box with a message like: “Your report will be returned in its original order”.
  • Hit OK.
  • Now head over to the files tab and click on the Rebuild data from the Utility tab.
  • The system will ask you to back up files. Hit OK and your data will start to rebuild.
  • When the process completes, you would need to verify your data This step will be required to find any further damages.
  • If you still see an error message then you will have to use your .log file.

QBwin.log file

  1. Locate the file on your system and click open it. If you don’t know how to find QBwin.log then head over to this article.
  2. Open up the most recent file. Log files are arranged date-wise. Thus the latest log files can be found at the bottom.
  3. Locate the Lvl-Error using the CTRL+F function.
  4. Just simply go through the instructions and verify the data again. If you still see errors and redo the steps above.

Recreate your report:

To recreate your Memorized report, we would suggest that you have a backup of your QuickBooks company files. Deal with this with extra caution.

If you are comfortable doing all by yourself then follow the steps:

  1. Open up your Memorized reports list.
  2. Click on the drop-down option within it and choose to create a new group.
  3. Under the names tab, fill in the name you like. Please remember the name as we would be using it in the steps going forward.
  4. Now move all the damaged files to this group folder.
  5. Head over to the memorized report section and choose the resort list.
  6. This will open up a dialogue box with a message. Hit OK on that.
  7. Since it will take time for the changes to appear thus, log off from Quickbooks and login back and your changes will be displayed now and your issue will also be resolved.

Solutions to open unusable Memorized Reports

QuickBooks has delivered a fix (R6) to fix the issue. You should upgrade to the most recent QB 2021 version with the R6 fix and reconstruct information to determine the issue. This is how it’s done:

Solution 1 – Install the R6 Patch Available in QB 2021

The Intuit group has delivered a fix to fix the ‘remembered reports not opening in QuickBooks after upgrade’ issue. You can check in the event that your QB program has an R6 fix installed by playing out these means:

  • Open your QB Desktop program.
  • Open the Product Information screen by squeezing F2 or Ctrl+1).
  • Actually, take a look at the most recent QB version and delivery.

When the R6 fix is installed, go on with the subsequent stage.

Solution 2 – Rebuild Data

Information harm in the remembered report may be keeping it from opening. Check for the harmed information by running the ‘Confirm Data’ Utility. Assuming it finds any blunders, fixes them by running the Rebuild Data device. To do as such, follow these means:

  • First of all, you have to click on the top bar of the company file and select its utility >Rebuild Data.
  • An admonition message to back up the company file will open. Click OK to proceed.
  • Hit Save.
  • In the wake of finishing the Rebuild cycle, press OK.
  • Click the File menu again, and choose Utilities > Verify Data. The Verify Data tool will check for any damaged files.

Subsequent to executing these means, you will actually want to open and work with the remembered reports. If not, there are a couple of solutions that might be useful to you to settle the issue.

Additional Solutions to Fix the ‘Memorized Reports’ are not opening’ Issue

Solution 1 – Move the Memorized Reports to a Group and Re-sort the List

Re-sort the remembered reports list is vital to guarantee that it has no issues. Yet, before that, you should initially move the reports to a gathering by following these means:

  • In your QBW file, click the Reports menu, and pick Memorized Reports > Memorized Report List.
  • Pick a New Group from the Memorized Report drop-down list.
  • Set “Z Do Not Use” in the Name field and click OK.
  • Ultimately, move every one of the impacted retained reports to the new gathering.

Presently, re-sort the list:

  • Open the Memorized Report List screen.
  • Go to the top bar and click on the View tab, then select the list of resorts.
  • When prompted with the message “Are you sure you need to return this rundown on its unique request?” hit OK.

Solution 2 – Remove and recreate the Memorized Report

Some QB clients had the option to determine the issue by erasing and reproducing the retained report. The means are as per the following:

  • Erase the impacted retained report
  • Log out of your QB program
  • Sign into your QB program
  • Reproduce the report by doing the accompanying:
    • Make a backup of your QB company file.
    • Click the Reports menu, and drift over Memorized Reports > Memorized Report List.
    • Click the drop-down bolt next to the Memorized report, then select New Group.
    • In place of name, write ‘Z Do not do use’ and press the ‘Ok’ button.
    • Move every one of the inoperable retained reports to a recently made bunch.
    • Right-click an inoperable report, pick Edit Memorized Report, and afterward check the checkbox ‘Save in Memorized Report Group.’
    • Select the Do not use Z option from the ‘Save to Memorized Report group’ drop-down list.
    • Rehash these means for all retained reports that won’t open.

While this workaround may work, erasing and reproducing numerous retained reports can time-consume.

Solution 3 – Convert report to previous QB version

Convert the Memorized Report from the QB 2021 program to the previous version and check if that solves the problem. For example, convert the reports from QuickBooks Desktop 2021 to the more seasoned QB Desktop 2018 version.

Solution 4 – Use a QuickBooks File Repair Software

In the case nothing works, you could fix the company file containing the impacted retained reports by utilizing an expert QuickBooks® File Repair software. Heavenly Repair for QuickBooks® Software is intended to fix a debased company file (QBW) and recuperate its parts. The software likewise recuperates a QBW file from a reinforcement (QBB) file. Download the free demo version of the QBW file fix software from the underneath connection to review the recoverable remembered report parts.

Need Professional Help?

If you are still facing issues then talk to our Quickbooks customer support team at ?smbaccountants.com and get your issue resolved.

FAQ

  1. What are the different ways to access a memorized report in QuickBooks?

    There are several ways to access and open memorized reports in QuickBooks. You can access it directly from the Report Center, from the Memorized Reports List, and the Reports menu: You can simply go to the Reports menu and select the Memorized Reports >> report.

  2. How do I edit an existing or replace a previously memorized report in QuickBooks?

    It is simple to edit an existing one and select to create a new one or replace a previously memorized report with these steps: First, open the Memorized Report and do the necessary modifications. To do so, select Memorize and select either of the following when prompted: Select Replace if you want QuickBooks to overwrite the existing memorized report or select New if you want to keep the existing report and create another one.

  3. How do resolve when QuickBooks encountered errors while attempting to memorize the report?

    QuickBooks encountered errors while attempting to memorize the report because the report’s definition is too large. You can try to reduce the number of filters or the specific number of items chosen in each filter to shrink the size of the report. When attempting to memorize or re-memorize reports, you need to reduce the number of filters or the number of item selections chosen in each filter to resolve the error.


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