QuickBooks: Memorizing Reports – Part 2



Memorizing Reports – Part 2

If you want to distinguish your reports from the pre-set Memorized Report Groups, you can create your own Group in the ‘Memorized Report’ list.  In order to do this, open the Memorized Report List from within the Reports / Memorized Reports drop-down.  This is also where you can find your memorized reports that you have saved.  At the top will be the Memorized Report List option, click it.

A window will appear with all the reports you have saved in each group.  At the very bottom there is a ‘Memorized Report’ button where you can create a new group.  When you click on the ‘New Group’ button, you can input the name of your newest group and click ‘OK’ to save.

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