Isn’t it frustrating when you customize a report in QuickBooks and later find out that the customizations were removed? Thankfully, the QuickBooks ProAdvisors of 247techsupportnumber provided this guide using which you can memorize the report. You can configure your QuickBooks for saving the report with all the customizations.
You can directly contact the QuickBooks ProAdvisors by dialing their QuickBooks Tech Support Phone Number +1-888-477-0210 and learn more about memorizing a report in QuickBooks.
Steps For Saving Or Memorizing A Report In QuickBooks
- Open your QuickBooks and login into your account.
- Look for the report which you want to memorize.
- Open the report’s settings by click on the customize icon.
- Now, customize the report according to your preferences.
- You are free to add columns, remove columns or edit columns.
- Keep following the steps for memorizing the reports.
- Click on Save Customization option to save the changes in your report.
- A pop-up will appear on your which will ask you to provide a descriptive name of the report. Click on the text field and enter a unique name which precisely defines what the report is for, this will keep the things clean and manageable.
- You can also choose to add this to a report. Simply, click on the “Add this report to a group” option.
- Tap on the above-given menu and select an existing group or create a new group.
- We use groups to keep the memorized reports more manageable and organized.
- You can also create scheduled emails for all the reports in a particular group.
- This option to add reports to a group is only available in QuickBooks Online Essentials or Plus.
- An option is also available to share these reports with other users. Simply, click on the “Share With” button in the “My Custom Reports” section to share the reports with other users.
- Remember that all the users that you add to your account at a later stage.
- Click on the OK button to complete the process.
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