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Jeff7
Jeff7
Level 2
posted
‎12-10-2018 05:51 PM
last updated ‎December 10, 2018 5:51 PM

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

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.

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Best answer 12-10-2018
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qbteachmt
qbteachmt
Level 15
‎12-10-2018 05:51 PM

Yes and no. The Accountant Edition can Export report temp...

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
qbteachmt
Level 15
‎12-10-2018 05:51 PM

Yes and no. The Accountant Edition can Export report temp...

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.

View solution in original post

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Jeff7
Jeff7
Level 2
‎12-10-2018 05:51 PM

Thanks.  I'll ask my accountant to export and send them t...

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.
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SkinnyRaven
SkinnyRaven
Level 8
‎12-10-2018 05:51 PM

Memorized reports do not transfer between platforms.

Memorized reports do not transfer between platforms.
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qbteachmt
qbteachmt
Level 15
‎12-10-2018 05:51 PM

Oops, didn't notice this was Apple. Sorry. In most cases,...

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.
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Jeff7
Jeff7
Level 2
‎12-10-2018 05:51 PM

Thank you for the clarification.

Thank you for the clarification.
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steve14
steve14
Level 1
‎12-10-2018 05:51 PM

How do you export said QBR file?

How do you export said QBR file?
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qbteachmt
qbteachmt
Level 15
‎12-10-2018 05:51 PM

@steve which program are you using? You might not have th...

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