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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

KB ID# H_V_RPT_EXPORT_TEMPLATE
12/9/2016 5:03:35 PM
PPRDQSSWS407 9138 Pro 2017 3a0261