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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 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
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Step One
Go to Memorize in the report window.
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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 the new memorized report. Now, to overwrite the report that is previously saved, use a similar name for them.
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Step Three
Now, click on the check mark on Memorized Report Group if you wish to save a specific report group. Ie. Banking, accountant, etc.
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Step Four
Now, to share the report template, click on the checkmark. This will give another user to have access to this report.
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Step Five
Now, click on OK.
How to Access & Report Memorized Report in Quickbooks Pro & Online
To access the memorized report in QuickBooks, there are various ways, which are mentioned below:
- 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 the report center
- Open the 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 a memorized report, click on uncategorized.
- To open the report, double-click on it.
3. Accessing from Memorized Report List:
- Open the Reports menu, go to your Memorized Reports and then click on the Memorized Report List.
- To open the memorized report, double-click on it in the window’s list.
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