Description

After you have changed a basic QuickBooks report, you should consider saving it for future use.  This is known as memorizing a report.  You can later open a memorized report, modify it, and print it.  As with all other QuickBooks reports, memorized reports always reflect your current data, in other words your data is not frozen at the time your memorized the report.

HINT:  as you are running year end reports, create a Year End Report group and then memorize all year end reports to that group.  You will save time and frustration next year as you will easily find and know which reports to run.

• From Reports menu, click the Memorized Reports command, then the Memorized Reports List subcommand

• In the Memorized Report List window, click the Memorized Report button 
  then select the New Group command

• In the New Memorized Report Group window, type the name of the new group, then click the OK button

  • For example, CTM Year End Reports

To Memorize a Report

• From Report Center or the Reports menu, select and modify a report

• At the top of the Report window, click the Memorize button 

• In the Memorize Report window

  • type a Name for the report to be memorized

  • click to turn on the Save In Memorized Report Group option

  • click the down arrow to select a group.  For example, CTM Year End Reports

  • click the OK button

Memorize Report Dialog Box

To Print a Memorized Report

• From Reports menu, click the Memorized Reports command then the Memorized Reports List subcommand

• Click the Report Group, for example CTM Year End Reports, then select the report you want to print