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chris-tisdale
Level 1
posted
‎April 28, 2024 09:21 AM
last updated ‎April 28, 2024 9:21 AM

Can I save and automate a custom report in Simple Start, or is this reserved for higher tier subscriptions?

I don't see an "actions" column that allows me save or "memorize" a report.  I assume this is because the feature is hidden for basic Simple Start users.
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Best answer April 28, 2024
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Best Answers
AdonL
QuickBooks Team
QuickBooks Team
‎April 28, 2024 09:59 AM

Can I save and automate a custom report in Simple Start, or is this reserved for higher tier subscriptions?

I'm glad you've posted here in the Community, Chris. Allow me to provide details regarding report memorization.

 

Memorizing a report in QuickBooks Online (QBO) enables you to retain the current customization settings for future use. This functionality is accessible in QBO Essentials, Plus, and Advanced. If you wish to utilize this feature, you might want to consider upgrading your plan. 

 

Furthermore, you can explore these articles to understand the reports available in QBO that can be generated to learn the different aspects of your business:

 

 

Finally, I've added this article detailing our features and pricing for each plan to help you find the ideal option for your accounting requirements: QuickBooks Online Plans & Pricing.

 

Feel free to ask anything about managing your reports. We're always here to assist you. Have a good one. 

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1 Comment 1
AdonL
QuickBooks Team
QuickBooks Team
‎April 28, 2024 09:59 AM

Can I save and automate a custom report in Simple Start, or is this reserved for higher tier subscriptions?

I'm glad you've posted here in the Community, Chris. Allow me to provide details regarding report memorization.

 

Memorizing a report in QuickBooks Online (QBO) enables you to retain the current customization settings for future use. This functionality is accessible in QBO Essentials, Plus, and Advanced. If you wish to utilize this feature, you might want to consider upgrading your plan. 

 

Furthermore, you can explore these articles to understand the reports available in QBO that can be generated to learn the different aspects of your business:

 

 

Finally, I've added this article detailing our features and pricing for each plan to help you find the ideal option for your accounting requirements: QuickBooks Online Plans & Pricing.

 

Feel free to ask anything about managing your reports. We're always here to assist you. Have a good one. 

Reply Join the conversation
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