I have to pull “that” again?

How many times do you pull the same reports over and over and over again?  Do you make the same customizations to a report month after month or week after week?  Have you ever wished there was a way that you could save your customizations so the next time you pull them, it will give you the same results, with less of a headache?  In QuickBooks there is a way to save those customizations and you could also schedule it to have them sent to you.  

QuickBooks Desktop

  1. create your report with all your timely customizations
  2. click on the memorize button at the top of the screen. 
  3. Type in the name and you can save this in a group if you would like. 
  4. To find your new reports go to Reports and click on Memorized Reports, find your report and click on it.  I
  5. f you chose to save it to a group click on that group. 
  6. Click on your report and your sanity, I mean time, has been spared!

QuickBooks Online

  1. create your report with your customizations that you make month after month; click save customization. 
  2. Enter the name and select a group, if you choose. 
  3. To find your new customized report, go to reports and click the custom reports tab. 
  4. Find your report there and get on your merry way.

Having a Quickbooks crisis or a just want to know it better? Call us at 641.236.8083 or reach us by email at info@bakerstarrett.com to connect with one of our certified QuickBooks Advisors.

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