Delete custom / shared reports

GalinMcMahon · ‎January 09, 2023

How do we delete custom or shared reports? The documentation here says:

To delete a custom report:

Find the custom report.
Select the dropdown ▼ menu in the Action column.
Select Delete.

What is an "action" column? There is no drop down like this in the report, in the report center nor in the report menu. There are no right click menus.

JaeAnnC · ‎January 09, 2023

I've come to help, Galin. Let me share my insights about deleting reports in QuickBooks Desktop (QBDT).

The steps from the article you followed are only applicable to QuickBooks Online. Don't worry, I'm here to provide you with the correct steps to delete custom reports in QBDT.

Please see the steps below:

Go to the Reports menu, select Memorized Reports, and then Memorized Report List.
Right-click on the report you want to delete and click Delete Memorized Report.
Click OK.

In QBDT, we can export reports to Excel as workbooks, CSV spreadsheets, or PDFs. This way, we'll have the flexibility to add information relevant to your business needs.

Feel free to visit the Community if you have follow-up questions about deleting reports. We're always around to assist you. Keep safe!

View solution in original post

JaeAnnC · ‎January 09, 2023

I've come to help, Galin. Let me share my insights about deleting reports in QuickBooks Desktop (QBDT).

The steps from the article you followed are only applicable to QuickBooks Online. Don't worry, I'm here to provide you with the correct steps to delete custom reports in QBDT.

Please see the steps below:

Go to the Reports menu, select Memorized Reports, and then Memorized Report List.
Right-click on the report you want to delete and click Delete Memorized Report.
Click OK.

In QBDT, we can export reports to Excel as workbooks, CSV spreadsheets, or PDFs. This way, we'll have the flexibility to add information relevant to your business needs.

Feel free to visit the Community if you have follow-up questions about deleting reports. We're always around to assist you. Keep safe!

so mir · ‎May 31, 2024

I tried the instruction but the option of " delete memorized report " did not appear

Go to the Reports menu, select Memorized Reports, and then Memorized Report List.
Right-click on the report you want to delete and click Delete Memorized Report.
Click OK.

B

so mir · ‎May 31, 2024

the instruction does not work

Go to the Reports menu, select Memorized Reports, and then Memorized Report List.
Right-click on the report you want to delete and click Delete Memorized Report.
Click OK.

IrizA · ‎May 31, 2024

Hello there, so mir. I'm here to help you delete custom reports in your company file.

In QuickBooks Desktop (QBDT), you can delete a report by going to the Reports menu. You can follow the steps below:

Go to the Reports menu.
Choose Memorized Reports.
Click Memorized Report List.
From the Memorized Report List window, right-click the transaction you wish to delete.
Press Delete Memorized Report.
Click OK.

You can also see the screenshots below for more visual reference:

In addition, you can visit this website to dig deeper into memorized reports: Create, access, and modify memorized reports.

Let us know whenever there's anything that you'd like to ask about memorized reports. We'll ensure to provide the necessary help in any way we can.

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Delete custom / shared reports