11/05/2021
Candy’s Tip
Memorized Reports in QuickBooks Desktop
QuickBooks Desktop has many report templates that are easily accessible with a few clicks. You can customize these reports by date range, year to date or prior period comparison.
You can review changes by dollar or percentages and many other variables. Click the customize button on the report and select your changes. If you find that you are viewing a particular report frequently with specific parameters, you can easily memorize this report.
Click the ‘memorize’ button at the top of the report. Rename the report and hit ‘okay’ to save. To retrieve this saved report, go to reports, memorized reports and click on the ‘saved report’.