Importing a Report or Report Group Template in QuickBooks

by Laura Madeira | October 21, 2013 9:00 am

QuickBooks offers the option to export and import report templates. This feature is useful for accountants who want to save time by having several clients use the same report template. Only the format and filter settings are stored with report templates. If you create a report template and then have several clients use it, when the client imports it, the desired report is generated with the current client’s data, not the data it was created with.

To import a report or report group template, follow these steps:

1. From the menu bar, select Reports, Memorized Reports. The Memorized Reports List dialog box displays.
2. In the Memorized Reports List drop-down list, select Import Template.
3. The Specify File Name dialog box displays, enabling you to select the stored location of the .QBR template.
4. Select the appropriate .QBR report or report group template.
5. Click Open. The Memorize Report dialog box displays for you to assign a name for the report and optionally assign it to a group.
6. Click OK to add the report to your memorized report list.

–> Tip: Did you know that an abundance of reports are already created for you to import into your or your client’s data file? Both business owners and accountants will find these reports useful and unique to what you already have in QuickBooks. Go to:

Downloadable Customized Templates[1]

Scroll down to Report Templates You Can Download, and select the category you’re interested in.

Source URL: https://www.quick-training.info/2013/10/21/importing-a-report-or-report-group-template-in-quickbooks/

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