Question
You have created a customized report in QuickBooks. Which of the following is the easiest way to retain your customization for later? In other words,
You have created a customized report in QuickBooks. Which of the following is the easiest way to retain your customization for later? In other words, how can you run the customized report again (with updated figures)?
a. Export the customized report to Excel. This can be done under Excel, Create New Worksheet. Open the report in Excel, go to the QuickBooks tab, and select Update Report.
b. After customizing the report, select Memorize. This will enable you to retrieve your customized report later under the Reports menu then Memorized reports.
c. Print the customized report and manually recreate the customization in QuickBooks later. QuickBooks is unable to save customized settings for future use.
d. Right-click anywhere on the report and select Save Customization.
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