Memorized Reports

Hi there, Ryan.

Thank you for reaching out to the QuickBooks Community. I understand how vital it is to have quick access to your memorized reports, especially when managing multiple desktop clients. Let's explore what might be causing this issue and how we can resolve it.

The problem you're encountering where memorized reports seem to disappear from the direct access menu but can be found in the Memorized Reports List indicates that there might be a problem with your file location or settings issue within QuickBooks Desktop.

To fix this, you'll need to memorize the same report to save it in a new file to your local drive. This way, a new file location will be determined by your QBDT company file to avoid displaying the error. Here's how:

1. Open the memorized report using the longer step.
2. Click Memorize.
3. You'll be prompted to either replace the memorized report or create a new one. Select New to create a new one.

After that, you'll be able to access the report through the Memorized Report List.

If the problem persists, I recommend verifying and rebuilding your data in QuickBooks Desktop to ensure your QBDT data matches from your saved local file data.

Morever, you can also learn how to export your reports to excel in QuickBooks Desktop to manually modify your report information.

If you have any further questions or need additional assistance, please don’t hesitate to reach out again. We're here to ensure your QuickBooks experience is efficient and effective.

I am sorry, but this did not work

1. Go to the Reports menu and select Memorized Reports.
2. Choose Memorized Reports List, and select navigate to the Memorized Reports.
3. Select Re-sort List and select OK.

1. Press the File menu.
2. Choose Utilities from the drop-down option.
3. Select Verify Data.
4. Tap Ok to continue.

1. Click the File tab at the top.
2. Select Utilities from the drop-down option.
3. Choose Rebuild Data.
4. Click Ok on Rebuild has completed.