How to use Memorized Reports in QuickBooks Pro, Premier, Enterprise

Imagine you have invested considerable amount of time to prepare a report in QuickBooks you need every week. Now that you have prepared the report once, how if you can retrieve the same report on a click of button, next time. This is where Memorized reports comes in handy. QuickBooks provides this valuable feature on almost all the reports except Sales Tax.

How to use

  • Prepare a report using ‘Customize report”
  • Select “Filters” and “Header/Footer” as required in “Customize report’
  • Click “Memorize” once you have your desired report.
  • Give appropriate report title and select Report Group e.g. Projects wherein all the project details are listed.
  • To view your Memorized Reports, you can go to Reports and extract “Memorized Reports”
  • Further, you can also assign your Memorized Report under “Favourites”, which will give you easy access.

In the below example, if you want to Memorize report on Class for “Project A”.

  • Go to Report – Company & Financial – Profit and Loss by Class
  • Click “Customize Report”
  • Go to “Filters” and Select “Class”
  • In class select “Project A” as in this example
  • Click on “Header/Footer”, change the report title as “Project A – Profitability”.
  • Click “OK”, once the report is ready.
  • Click on “Memorize” to save the report permanently.

Mem Reports1


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