The Official Quicken Support Community. Welcome to the Quicken Community! Here you can get your questions answered, share your ideas and feedback, get your problems solved, and give back by helping other users. A Few Tips for Working with QuickBooks Reports for Quickbooks Pro, Premier or Enterprise. If you creating a new report in QuickBooks, one of the easiest methods is to start with the FIND function (Control + F) in QuickBooks. If that doesn't work, map the drive to the server from the client and try to connect that way. Most likely, if you can see the server from the client, the issue is that the Server Manager is not. QuickBooks for Windows 99 ~ 2017, QuickBooks Enterprise through 14.0, or QuickBooks Mac 2004 ~ 2016. U.S., Canadian, Australian and UK versions of QuickBooks are supported. Types who doesn't like instructions (or even computers for that matter:-). Upon receiving your order for Quick Start support, I will contact you to arrange a convenient.

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First in a series of newsletter articles, begin building your understanding of how QuickBooks reports through our Make sense of your Reports using expand & collapse features in QuickBooks and Auto Outlining in excel. Reports that contain MANY Subaccounts or Classes become very cumbersome to read. By clicking on the collapse button at the top of your report (on the report button bar), QuickBooks will display only the totals of the subaccounts ( under the parent ) Example of Before and after If you want more control over what will get collapsed you can export into excel the expanded report by clicking on the export button on the QuickBooks Button Bar. Next click Advanced and select 'auto outline' (see screenshot below).

When you click the Export button, the QuickBooks report will open in Excel with the outlining tool in the left margin By clicking on the Plus's and minus's excel will collapse the data into one row total. In the example below, Income, Car/Truck Expenses, and Insurance have all been collapsed into one row totals yet we choose to leave Job labor costs and the subaccounts detailed on the report. If when you export to Excel you DO NOT receive the auto outlining tool, you need to turn on the feature in Excel.

Tools Menu > Options > View > Hevc player for pc. Check the box for Outline symbols. In the event you still are having trouble displaying this awesome tool, simply, while the report is displayed in Excel 'Click Control + 8': Set up your customized groups- You organize your filing cabinets for easy access of your business records. Use the same concept to set up the reports you use frequently. Quickbooks predefines up to 7 reports group headings and each group heading contains up to 9 reports. All of these reports are also available in the reports menu. Keep the memorized reports for those which you use regularly or have customized to your needs. The memorized reports list includes predefined group names and reports.

The identical reports are available from the reports menu under the headings, company & financial, Customers & Receivables, Vendors & Payables, etc. If you would prefer to see only those reports that you have modified in your memorized reports list. Set up your own group names that have meaning to you.

Then add to these memorized reports the customized reports you find useful to run your business. These steps will delete all the default memorized reports, and then delete the memorized group names to be replaced with the set of folders that work best for you to manage your business. One caveat: if you use the QuickBooks navigators, and regularly run reports from the navigator window, do not delete the group names or reports, instead simply add the new group names with a prefix of AA so your reports and report groups appear at the top of the list. Backup your company file and do not reuse this backup disk. >(next) The Reports menu > Memorized Reports List > Memorized Reports window.

The group names are in bold font, non-bold names are reports. Highlight a report name that you have not used or customized to your needs. Delete this report using Control key + D All the reports provided by QuickBooks under the memorized reports menu option are also available under the reports menu. Deleting from the memorized report list does not delete it from the reports menu.

Any report from the reports menu may be re-memorized. Repeat this process for all the reports that do not fit your needs. Delete group names you will not be using. To delete, highlight then Ctrl + D. Add group names that have meaning to you. Whenever you spend a few minutes customizing a default report, memorize it for reuse under these new group names.