Memorizing Reports

After customizing QuickBooks financial reports, users can memorize the customized reports for future use. QuickBooks allows users to memorize and then organize reports into groups by user, time of the month to print, or any other useful grouping. The user can use "Batch Report Printing" to print all of the grouped reports at the same time. Memorizing reports allows QuickBooks to save the user's changes to the standard report settings without saving the actual report data. (Users using QuickBooks Pro, and Premier can export reports to an Excel spreadsheet to save the actual report data.) To memorize a customized report, users should click the "Memorize" button in the report window and then enter the report title in the "Memorize Report" window.

To generate a previously memorized report, users should select "Memorized Reports" from the "Reports" menu and then select the applicable report. To print a memorized group of reports, users should (a) select "Process Multiple Reports" from the "Reports" menu, (b) click on the group to be printed, and (c) click the "Print" button in the "Process Multiple Reports" window. Users who want to save modifications to a previously memorized report should click the "Memorize" button in the report window.

If "Replace" is selected, QuickBooks saves the modified report using the same name as the previously memorized report. If "New" is selected, the user should enter a new name for the report in the next "Memorize Report" window. The name should not be the same as the name of the previously memorized report if the user wants to save both reports.

Users also can rename an existing memorized report by (a) selecting "Memorized Reports" and "Memorized Report List" from the "Reports" menu, (b) selecting the report to be renamed, (c) selecting "Edit" from the "Memorized Report" drop-down list, and (d) entering the new report name.