A report template lets you import the layout and filter settings
of a memorized report so that you can recreate the report using data from your
own company file.
Only the settings used to create the report are imported—not the
actual data. When you import a report template, a new memorized report (or
report group) appears in your Memorized Report list.
Any QuickBooks user who has a compatible version of QuickBooks can import
your report templates. In general, versions of QuickBooks released in the same
year are compatible with each other. For example, if you have a QuickBooks
Premier Edition 2011, anybody who has the 2011 or later edition of QuickBooks Pro,
Premier, or Enterprise Solutions can import your templates.
Occasionally, an update patch affects compatibility for QuickBooks versions
released in the same year. When that happens, other users must have the current
update in addition to the current year's release of the Pro,
Premier, or Enterprise Solutions edition. When either an update or version
incompatibility exists, a warning message appears when someone tries to import
a report template.
You must have QuickBooks Premier, the Accountant Edition of Premier, or an
Enterprise Solutions edition to create report templates. If you have a
QuickBooks Pro, you can only import templates.