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Create a memorized report group

Why is it useful to group memorized reports?

QuickBooks comes with a set of grouped, memorized reports. These are the same set of reports that you find in the Report Center, but QuickBooks has grouped and saved the most common ones for you in the Memorized Report List. You also can see the group names, and the reports in each group, in the Reports menu under Memorized Reports. If your accountant customized your QuickBooks setup for you, the grouped reports may have been further customized, or new ones added to the groups, based on your business needs.

You can customize the Memorized Report List by creating your own groupings, adding new reports, and moving reports around to suit your business needs. For example, if you have a regular set of reports that you run every month, you might group them under the heading "Monthly Reports." Each month, you can print the entire group with just a couple of clicks.

See also

To do this task

  1. If you haven't already done so, open the Memorized Report List.

    Go to the Reports menu, choose Memorized Reports, and then click Memorized Report List.

  2. Click Memorized Report at the bottom of the list and click New Group.

  3. Enter a name for the memorized report group.

  4. Click OK.

See also

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