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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.
Solved! Go to Solution.
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.
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.