How to Create a Memorized Report in QuickBooks

After you modify a predefined QuickBooks report, you must save it as a memorized report in order to keep your changes. To create a memorized report, follow these five steps.

This feature works the same in versions 2011–2016 of QuickBooks.
  1. In the report window, click Memorize.

  2. In the Memorize Report dialog box, type a unique name for the report. Memorized reports must have distinct names.
    Memorize Report Dialog Box

  3. To save the report as part of an existing report group, mark the Save in Memorized Report Group checkbox and select the report group from the drop-down list.
    Save in Memorized Report Group

  4. If you want other users to have access to the report template, mark the Share this report template with others checkbox.

  5. Click OK. You will hear a sound that indicates the report has been memorized.
Author: Lee Fifield

Lee is a writer, editor, and technology evangelist. Lee received her undergraduate degree in Communications from Ithaca College.

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