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VJ16
Level 1

name change of report

I accidentally named a P & L Report with the wrong year. How can I change the name? This is for Quickbooks Pro 2016

4 Comments 4
LeizylM
QuickBooks Team

name change of report

I can see that you'd like to change the name of a Profit and Loss (P&L) report in QuickBooks Desktop (QBDT), VJ16. I'm here to help you. 

 

You can edit the name of the report that appears on your list or it is categorized by going to the Memorized Report List. Here's how:

 

  1. Go to the Reports menu, select Memorized Reports, and then Memorized Report List.
  2. Right-click the report and choose Edit Memorized Report.
  3. Edit the name of the Report with the correct year.
  4. Once done, click OK.

 

To learn more about running and customizing reports in QBDT, you may check these articles:  

 

 

Don't hesitate to leave a comment below if you have any other questions about the report. Have a good one. 

VJ16
Level 1

name change of report

Thank you, LeizylM! 

That didn't work quite the way you said, but it was enough to help me figure out what to do!  I just saw that you replied to me.  I hadn't really expected a response, so I didn't even check this until today!  Thank you, thank you, thank you!

 

Is there a better way to get help, rather than to bother you?  I used to be able to access a whole list of topics within the app itself, and most of the time that was sufficient to figure out my problem.  But that option apparently no longer exists.  Or does it?

VJ16
Level 1

name change of report

Thank you, LeizylM!

It didn't work quite the way you described, but it was enough for me to be able to figure it out!  Thank you for replying!  I hadn't really expected a response, so I hadn't even checked this until today!

 

I don't like to bother people, so I've always used the Help function previously. I used to be able to access the Help Index right within the app, but apparently that is no longer available...or is it, and I just can't find it?

DebSheenD
QuickBooks Team

name change of report

It's a pleasure to have you here again, @VJ16.

 

I'm glad you figured out your concern about changing the name of the Profit and Loss report in QBDT. 


As per checking, you're using the 2016 version of QuickBooks. With this, the Help option to contact support is unavailable for an old version of QBDT due to discontinuation policy


If you renew your QBDT or wish to contact our Support Team, I recommend contacting them outside QuickBooks app: Contact QuickBooks Desktop support.

 

Lastly, you might also want to read this article to know more about the newly available features in QBDT 2023: What’s new in QuickBooks Desktop 2023.

                                                          

Keep us updated on how it goes. We want to ensure that this gets taken care of today. Have a wonderful day! 

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