March 26, 2013

Memorizing Reports in QuickBooks

QuickBooks allows you to memorize reports that you have customized so you can quickly print them again.   However you want to organize your memorized reports to make it easier to find.   The first step is creating a Memorized Report Group.   To do this Click on Reports from the Main menu and choose Memorized Report List.  When the window comes up click the Memorized Report button at the bottom and choose New Group.



1.1MemorizeList

Figure 1.1 Click to Enlarge



We are going to create a group called *Time Reports.   Now the reason I put a * in front of Time is so it shows up at the top of the list.   Click OK when done giving your group a title.



Figure 1.2 Click to Enlarge

Figure 1.2 Click to Enlarge



I have a report I customized to show unbilled time by client detail.   I want to save this report in my memorized report group.   Click the Memorize button at the top of the report and select Save in Memorized Report Group.



1.3Mem

Figure 1.3 Click to Enlarge



When you save all the reports in the group it makes it easier when it is time to print these reports.   Simply click on the Memorized Report List and choose the group.  At the bottom of the Report List you will see a button to Display or Print.



Figure 1.4 Click to Enlarge

Figure 1.4 Click to Enlarge



When we click Display it will bring the list up to select all or just some of them.



Figure 1.5 Click to Enlarge

Figure 1.5 Click to Enlarge



TaDa!  Instant Reports.



Figure 1.6 Click to Enlarge

Figure 1.6 Click to Enlarge





Memorizing Reports in QuickBooks

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