Access a memorized report in all companies' files

Yes, there's a way to save and share the customized report in QuickBooks Desktop, @Yasser-L. It only takes a few clicks, and you'll be a pro in no time!

Happy to share comprehensive instructions on your memorized reports available to other company files. This way, you can save time and make your life easy!

Before digging in, these are the reports that you can combine from multiple company files: 

• Balance Sheet Standard
• Balance Sheet Summary
• Profit & Loss Standard
• Profit & Loss by Class
• Statement of Cash Flows
• Trial Balance

To do this, follow the steps below: 

1. Go to the Reports menu and select Combine Reports from Multiple Companies.
2. Click Add Files, then locate the other company file and choose Open. Repeat the steps for other companies. 
3. Check the reports you want to share in the list. 
4. Customize the details and click Combine Reports in Excel.
5. Follow the on-screen instructions. 

Another option is to utilize third-party software. You can visit our  Intuit Marketplace and search for the application that can produce combined reports from multiple company files.

Check out this link to find out the tips and tricks before you combine the reports: Combine reports from multiple company files.

Furthermore, visit these articles below on how to add a new memorize group, determine the original reports you used, and other related topics: 

• Create, access, and modify memorized reports
• Understand reports in QuickBooks

I'm always willing to help you if you need assistance learning the ropes in QuickBooks. Feel free to leave a message below, and I'll get you back. Keep safe always, Yasser-L.

Hi @MichelleBh 

Thank you for reply.

I don't have the option "Combine Reports from Multiple Companies" in my QB. Is there any alternative?

Thanks

Thanks for sharing an update with us, @Yasser-L.

The Combine Reports from Multiple Companies option is only available in QuickBooks Desktop (QBDT) Enterprise.

If you're using the QBDT Pro or Premier versions, you'll want to utilize a third-party app or export your reports to MS Excel and combine the reports from there. You can refer to Options 2 and 3 in this article for the complete details: Combine reports from multiple company files.

However, if you're using QBDT Enterprise, you'll want to ensure the software is up-to-date to isolate this issue. Let me show you how.
 

1. Go to the Help menu and select Update QuickBooks Desktop.
2. Select the Update Now tab. 
3. Click Get Updates to start the download.
4. When the download finishes, restart QuickBooks and accept the option to install the new release.

You can also check this article for more details: Update QuickBooks Desktop to the latest release.

If this is not the case, I recommend running the Verify Rebuild tool. This scans your company file for potential errors and resolves them right away.

In case you want to learn how to modify your reports in QBDT, please feel free to utilize this resource for reference: Customize reports in QuickBooks Desktop.

If you need more help managing your reports and QBDT, you can always count on me to back you up. Stay safe and have a good one!

@Yasser-L 

Combining reports from multiple companies is not the feature you're looking for. That feature consolidates data from multiple company files into one financial report (several reports types are available.)

What you need is to be able to import memorized reports into a company file, from another company file.

If you have Premier or Enterprise, then you can do this - with some limitations.

You can export memorized reports that don't include company-specific list filters. For example, you can export a standard P&L as it only includes a date filter. And you can also filter it for something like "All Bank Accounts", but not for a particular bank account or accounts, because that filter would not work when imported into another company file.

To export a memorized report for later import, select the report on the Memorized Reports List. Then click the Memorized Reports button and pick the Export Template... option.

To import a memorized report you previously exported, pick the similar option Import Template...

Even better, you can create a group of reports. In your case name it something like "Yasser's Very Cool Reports" and then export and import the entire group at once. To do this after creating the group and putting your favorite reports in the group, select the group and then pick Export Template... as above and QuickBooks will export all of the reports to one file.

Exporting will look something like this: