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.

View solution in original post

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.

View solution in original post

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.

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