Can I Export a Customized Report Format and Import it Into Another Company File?

Jeff7 · ‎December 10, 2018

Seems like it's taken me forever to hone and tweak many of the memorized reports I customized to my liking. I recently opened a new company and want to use some of the memorized reports I created from another company. Is there a way to save and import these between company files? Thank you.

qbteachmt · ‎December 10, 2018

Yes and no.

The Accountant Edition can Export report templates as .qbr files.

Any QB desktop program can Import them.

Sometimes, the report will force you to change some settings to something more generic. After Import, you go back and refine it. For instance, selections of Multiple Accounts or a specific Class are often not allowed and need to be Fixed after import to other company file.

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qbteachmt · ‎December 10, 2018

Yes and no.

The Accountant Edition can Export report templates as .qbr files.

Any QB desktop program can Import them.

Sometimes, the report will force you to change some settings to something more generic. After Import, you go back and refine it. For instance, selections of Multiple Accounts or a specific Class are often not allowed and need to be Fixed after import to other company file.

Jeff7 · ‎December 10, 2018

Thanks. I'll ask my accountant to export and send them to me. I specifically use classes in all of them, so if these are messed up, I guess I'll have to just recreate them. Arghh. Thank you again.

SkinnyRaven · ‎December 10, 2018

Memorized reports do not transfer between platforms.

qbteachmt · ‎December 10, 2018

Oops, didn't notice this was Apple. Sorry. In most cases, I find noting my 5 or 6 customizations is the easiest thing to use for setting up that same report in another file, anyway. It doesn't seem any faster to export-import when your customization includes specifics that are unique to a file, even that is also in the other file. The report template will not let you keep them, anyway.

Jeff7 · ‎December 10, 2018

Thank you for the clarification.

steve14 · ‎December 10, 2018

How do you export said QBR file?

qbteachmt · ‎December 10, 2018

@Steve which program are you using? You might not have this function at all. This is a QB for Mac topic.

tmosey · ‎March 25, 2023

can you import custom report setting from qbdesktop to qb online? been a desktop customer for 20 years have very detailed custom reports saved. Just moved to qbo.

Angelyn_T · ‎March 25, 2023

I appreciate your loyalty to QuickBooks, @tmosey. Let me share some information about importing custom report settings from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).

QBO and QBDT have different ways of reporting. The system brings all your report except for audit trail and memorized reports. I understand your interest in importing your custom report setting to the online platform. At this time, your option is to customize your reports in QBO after the conversion process.

Here's how:

Click on Reports at the left pane.
Open the report you need.
Go to the Customize button to customize the information.
Tap on Run report to refresh the page.
Once done, click on Save customization.
Enter the details, then Save.

You can also check out this article for more information: Memorize reports in QuickBooks Online.

After that, you can access your memorized report from the Custom reports tab.

Click on Reports.
Tap on Custom report.

Additionally, you can get more hints while managing your reports in QBO from this material: Run reports in QuickBooks Online.

On the other hand, these links will give your more insights about how your books move from QBDT to QBO:

I'm a few clicks away to help if you have other questions while working with our QuickBooks transactions or reports. Just leave a comment below. Keep safe!

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Can I Export a Customized Report Format and Import it Into Another Company File?