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Level 1

Do memorized reports from the desktop version convert to QBO?

 
2 Comments
Level 15

Do memorized reports from the desktop version convert to QBO?

no they do not, desktop reporting is more functional than QBO reporting is, and QBO does not have custom fields the way desktop does

Level 11

Do memorized reports from the desktop version convert to QBO?

@wfmitchell60

 

Unfortunately, Memorized Reports from QB Desktop will not convert to QBO. You will need to recreate the reports in QuickBooks Online and memorize them again.


Run the report you want in QBO > Click "Save customization" at the top-right corner.
And then you will see it listed under "Customer Reports" tab in the QBO Reports list.
Left dashboard Reports > Select "Custom Reports" tab.

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