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Set up reports for clients

If you have a particular report you'd like your clients to run, you can set up the report as a memorized report on your own computer and then export the report settings as a template. The report template lets you specify all report settings in advance—for example, all date, format, and filter settings. Your client imports the template file and then runs the report from the Memorized Report list using their own QuickBooks data.

Note: When you set up report templates, avoid using filter settings that might not work in other files. For example, filtering for a specific account, customer name, job, vendor, employee, or item would not be appropriate for another file. Use broad filters such as "all accounts," "all customers," and so on.

You can also download customized report templates from the QuickBooks Report Templates Gallery in the QuickBooks Solutions Marketplace.

See also

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