How to Use Memorized Reports in QuickBooks Enterprise

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Recap
Kristen from Fourlane discussed the benefits and best practices for using memorized reports in QuickBooks, demonstrating how to create, customize, and manage these reports to save time, ensure consistency, and facilitate data sharing with teams; she highlighted key features such as grouping reports, updating report content, and adding frequently used reports to the shortcuts bar, emphasizing the importance of maintaining an organized and up-to-date set of memorized reports to support effective business decision-making.

Key points
1. Definition: Memorized reports are customized reports saved within QuickBooks, allowing users to access frequently used reports with a few clicks without recreating them.
2. Benefits: Key advantages include saving time, ensuring report consistency and accuracy for business decisions, facilitating data sharing among teams, and providing convenience by having reports readily available.
3. Accessing Reports: Memorized reports are found by navigating to the Reports menu, hovering over "Memorize Reports," and selecting "Memorize Reports List," where they can be seen grouped.
4. Creating a Report: To create one, open a standard report (e.g., Sales by Rep Detail), apply desired filters (like "last month"), and then customize it.
5. Customization Example: Customization steps included changing the report basis to cash, adding columns like "transaction number" and "delivery date," removing the "balance" column, and modifying the report title.
6. Saving and Sharing: After customization, click "Memorize," name the report, optionally save it to a group, and choose to share the template with others, providing a description.
7. Organizing Reports: Reports can be organized by creating new groups (e.g., "Kristen's reports") and moving reports between groups by dragging the diamond icon next to the report name.
8. Managing Reports: Users can delete memorized reports by right-clicking or using the "Delete Memorized Report" option, and rename them by editing the memorized report.
9. Updating Reports: To update an existing memorized report, open it, make changes, click "Memorize" again, and choose to "Replace" the original memorized report.
10. Best Practices & Pitfalls: It's crucial to clean up outdated reports, group them logically, avoid similar names (e.g., "dash one, dash two"), and ensure updates to company-wide reports are saved correctly.

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