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xtian
Level 1

Can I share my customized/memorized report between company files?

To support my 1099 Summary report needs, I generated a Vendor Contact list. Because the report is _wide_ i reordered the columns and memorized the report so I wouldn't have to do that again.

 

Can I share this report with the other company files I need to also review for 1099s?

2 Comments
Emily M
QuickBooks Team

Can I share my customized/memorized report between company files?

Hey there, @xtian.

 

I’m here to guide you in the right direction by sharing a Vendor Contact list between company files. You can transfer data from one company to another by using a 3rd party app through QB. 

 

Check out this link to find the best app for you and your business:

https://desktop.apps.com/home

 

Let me know if there’s anything else I can do. I hope you have a good evening.

Fiat Lux - ASIA
Level 15

Can I share my customized/memorized report between company files?

@xtian 

Utilize the trial period of these migration tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

You will get the template like below

Vendor NameIs ActiveCompany NameSalutationFirst NameM.I.Last NameContactPhoneFaxAlt. PhoneAlt. ContactEmailPrint on CheckAddress Line1Address Line2Address Line3Address Line4Address CityAddress StateAddress PostalCodeAddress CountryShip Line1Ship Line2Ship Line3Ship Line4Ship CityShip StateShip PostalCodeShip CountryVendor TypeTermsTax IDEligible for 1099 Account NumberCredit LimitNotesPrefill AccountBilling RateCurrency
Java CoffeeYJava CoffeeMr.JohnN.WashburnJohn Washburn[removed][removed][removed]Karen Jones[email address removed]Java CoffeeJava Coffee1 Main Street  WashingtonDC12345USA        CommercialNet 30[removed]Y123451000This is a new vendor.   
Home DepotYHome DepotMs.JaneA.BurnsJane Burns[removed][removed][removed]John Dime[email address removed]Home DepotHome Depot1 Tree Street  ChicagoIL12345USA        CommercialNet 30        
BooksmithYBooksmith     [removed][removed][removed]  BooksmithBarnes and Noble1 North Street  ChicagoIL12345USA        CommercialNet 30        

 

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