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RH3131
Level 1

Can I move my memorized reports from my QB desktop software to my QB online account?

 
1 Comment 1
ShiellaGraceA
QuickBooks Team

Can I move my memorized reports from my QB desktop software to my QB online account?

Welcome to Community, @RH3131.

 

I have some information about converting your data file from QuickBooks Desktop to QuickBooks Online. Your memorized reports in QBDT won't convert in QBO. You'll need to recreate them and hit Save customization to memorized.

 

Here's how to do it in QBO:

 

  1. Go to Reports tab.
  2. Select a report you want to Customize.
  3. When you're finish, click the Save customization button at the top. See the attached screenshot below.

 

savereport.png

 

With the above steps, you're able to run the same filtered report in the future. Check out these articles below for more details about reports and conversion:

 

 

I've also added this link to guide you with the steps in moving your QuickBooks Desktop file into QuickBooks Online.

 

Keep me posted if you still have questions or concerns with reports. I'm always here for you. Take care and have a great day ahead.

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