What is Memorized Reports in Quickbooks Pro & Online

Memorized reports are being made in Quickbooks as you might be knowing that it saves a lot of your time and you can quickly complete your work just in a few minutes. Sometimes in memorized reports you can see that on the top of the window a mark of X with red,with this X you can also delete your memorized reports just in a minute.

Memorized reports are as easy as you might be thinking like if in any case you want to modify your memorized reports in just a few minutes by just double clicking on your reports.

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How to Create Memorized Reports in Quickbooks Pro & Online

To create memorized reports in quickbooks Pro & Online, You need to follow mentioned below steps:

Total Time: 10 minutes

  1. Step One

    Go to Memorize in the report window.

  2. Step Two

    In the memorize report window, enter the name for which you want to assign.

    Point to remember: Here, you have to enter the new name for new memorized report. Now, to overwrite the report that are previously saved, use similar name for it.

  3. Step Three

    Now, click on the check mark on Memorized Report Group if you wish to save specific report group. Ie. Banking, accountant etc.

  4. Step Four

    Now, to share the report template, click on the checkmark. This will give other user to have access to this report.

  5. Step Five

    Now, click on OK.

How to Access & Report Memorized Report in Quickbooks Pro & Online

To access memorized report in quickbooks, there are various ways, which are mentioned below:

1. From the Reports Menu:

  • Open Reports menu. Now, click on Memorized Reports.
  • Now, click on report group or the appropriate report and then to open it, click on it.

2. With the help of report center

  • Open Reports menu and then open Report Center.
  • in the window of Report Center, open the Memorized tab.
  • In the left panel of the window, click on the appropriate group. If you haven’t assigned the group while making memorized report, click on uncategorized.
  • To open the report, double click on it.

3. Accessing from Memorized Report List:

  • Open Reports menu, go to your Memorized Reports and then click on the Memorized Report List.
  • To open memorized report, double click on it in the window’s list.
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