2 name the memorized report accordingly 3 click the

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2. Name the memorized report accordingly. 3. Click the Save in Memorized Report Group checkbox if you would like to assign this report to a group (you’ll see more about memorized report groups in the next section), then choose the group from the drop-down menu.
Lesson 9 — Analyze Financial Data Memorize Reports QuickBooks Desktop 2020 Client Training 24 5. Check the box next to Share this report template with others if you wish to offer this memorized report (the settings, not the data!) to the entire Intuit community to help others who may have a need for business information similar to yours in their own QuickBooks company files. 6. Click OK to memorize the report. 7. Close the report. N OTES
Lesson 9 — Analyze Financial Data Create Memorized Report Groups QuickBooks Desktop 2020 Client Training 25 Create Memorized Report Groups In addition to memorizing individual reports to save report settings, you can create memorized report groups to organize your memorized reports in a way that makes sense for your business and allows you to process a group of reports all at once. QuickBooks comes preset with a number of memorized report groups, each already populated with common reports for each area. You can add your own reports to these groups, modify the groups to meet your needs and even create your own groups. Step-by-Step: Create a Memorized Report Group 1. Choose Memorized Reports from the Reports menu then choose Memorized Report List .
Lesson 9 — Analyze Financial Data Create Memorized Report Groups QuickBooks Desktop 2020 Client Training 26 2. In the Memorized Report List, click Memorized Report New Group .
Lesson 9 — Analyze Financial Data Create Memorized Report Groups QuickBooks Desktop 2020 Client Training 27 3. In the Name field of the New Memorized Report Group window, type Year End . 4. Click OK . N OTES
Lesson 9 — Analyze Financial Data Print Reports QuickBooks Desktop 2020 Client Training 28 Print Reports Step-by-Step: Print a Report 1. With a report open, click the Print button from the tool bar then choose Report . 2. Click Preview to see how the report will look when you print it. QuickBooks displays a preview of your report onscreen. 3. Click Print . 4. Close the report. N OTES
Lesson 9 — Analyze Financial Data Process Reports in Groups QuickBooks Desktop 2020 Client Training 29 Process Reports in Groups Step-by-Step: Batch Process Reports in a Group 1. In the Memorized Report List, select the heading of the report group you would like to print. 2. Click Display .
Lesson 9 — Analyze Financial Data Process Reports in Groups QuickBooks Desktop 2020 Client Training 30 QuickBooks opens the Process Multiple Reports window. You can use this window to display or print the selected reports (selected by the checkmark in the far left column next to the reports). You can also change the date range for reports in this window before you display or print them by changing the information in the From or To columns. 3. Select the reports you wish to print and click Display to review the information in the reports or click Print to print the reports.

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