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Level 1

Job Screen reports

On the Job Screen in QBD there are reports available how do I configure it so I can get my customized reports showing on the screen

4 Comments 4
Community Champion

Job Screen reports

What do you mean by the "Job Screen"?  I've used QuickBooks for a long time but am not familiar with anything of that name.

QuickBooks Team

Job Screen reports

Hello there, @Mark477.


I'll share some insights about customized reports. After you customized a report, you'll want to click on the Memorize button.  This way, your saved memorized report will be saved in the Memorized Reports screen.


Here's a screenshot of what it looks like.





Learn more about customizing reports in this article: Customize reports in QuickBooks Desktop.


I'm also adding this link here if you need help managing reports. It has our general report topics with articles. Just choose the one that suits your concern: Create and manage reports.


Leave a comment anytime below if you have other questions or concerns with reports. I'll be around for you. Keep safe.

Level 1

Job Screen reports

Thank you for following up.
In the Customers tab in a Job Information Screen there are 4 reports available for the job, currently I have to go in and modify the reports every time what I would like to do is modify it once and configure it to the way I want it and then have it available on this screen. Hopefully that makes sense.Screenshot 2022-03-10 222818.jpg


QuickBooks Team

Job Screen reports

Welcome back, Mark477.


Thanks for adding some details about your situation.


Currently, we're unable to change the default settings of these reports in the Job Information window. You'll want to follow the suggestion shared by my colleague ShiellaGraceA on how you can memorize the report.


On the other hand, you can customize the reports and export them to Excel. You can find the step by step instructions in these articles:


If there's anything else you need help with the reports in QuickBooks Desktop, please let me know in your reply. I'll around to assist you. Take care and stay safe.

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