Was this page helpful?
Thank you!

Comments or suggestions?

Enter Email Address (optional)

Exporting a report template to another company file

You can export the templates you use for your memorized reports so that other users can create the same memorized report using data from their own company files.

  1. Make sure that the report is customized appropriately (date range, filters, etc.) for your intended recipient. Then memorize the report.

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

  3. Select the report or the report group you want to export.

  4. Click Memorized Report at the bottom of the list and click Export Template.

  5. (Optional) Change the filename shown for the export file.

    By default, QuickBooks uses the name of the memorized report as the filename.

  6. Click Save.

See also

10/19/2017 9:39:04 AM
QYPPRDQBKSWS08 9142 Pro 2018 2bc13e