Memorized reports feature is an excellent tool to save time and effort while preparing reports. It means to keep a report with its current customization. With QuickBooks Memorize reports feature, you can easily personalize and customize a report. Don’t forget to “Memorize” the personalized report as this will save the changes you have made. Since it is not a default report type, choose a unique name when you save it.
QuickBooks allows you to send multiple reports at the same time via email to the people you’ve chosen by creating a group under memorized reports. Adding more reports to the same group ensures that they have been sent via email on a recurring schedule. In case you are attaching the same email schedule to a new group, the new reports will be sent to the previously defined emails. Therefore, before going further, do consider whether or not the group already has an existing email schedule.
Let’s learn how to Re-sort the Memorized Reports List.
• Go to Reports
• Reach Memorized reports
• Click Memorized Reports List
• Click the Memorized Report drop-down window
• Select the Re-sort lists option
• Click OK on the prompt that says you want to return to the original order
Hopefully, the article gave you a precise and accurate insight on what is memorized reports in QuickBooks and how to run a Memorized reports list. For a quick discussion or any query you might have, reach us at QuickBooks Desktop support phone number +1-855-365-6O12.