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One of my favorite QuickBooks shortcuts

Tips to Organize Your QuickBooks Memorized Reports

Where in the heck does QuickBooks store the master list of memorized reports?

Click Reports (in the menu bar) > Memorized Reports > Memorized Report List, and you'll discover exactly what you are looking for.

Once you discover this list (sample screen shot below):

Memorized Report Master List

you have the ability to (via the Memorized Report button in the lower left hand corner of the list):

  • Create a new memorized report group
  • Delete a memorized report or a memorized report group (you must delete the reports inside of a group before deleting the group!)
  • Edit the name of a memorized report
  • Print a list of your memorized reports
  • Re-classify a memorized report from one group to another (bonus tip: click the diamond to the left of the report name, hold down your mouse button, and drag/drop the report to the group where you want it to go)
  • Much more...

Memorized reports are a terrific features in QuickBooks. By keeping the list of memorized reports organized and functional, it will save you even more time in working with QuickBooks each day!

RELATED INFORMATION:

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