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bbbsg1
Level 1

Quick Books Mac 2019 How do I delete a memorized report

How do I delete memorized reports I have created. 

1. I have tried to highlight the report and right click and there is not an option to delete.  This action opens up the saved report. 

2. I tried to highlight and select Command D and no luck. 

3. I tried to highlight and select the edit tab and the delete option is low lighted.  

10 Comments 10
MariaSoledadG
QuickBooks Team

Quick Books Mac 2019 How do I delete a memorized report

Deleting a memorized report in QuickBooks Mac is so easy and I'm here to guide you, bbbsg1.

 

I appreciate the steps that you have tried. You can follow these easy steps to successfully delete the report.

 

Here's how: 

  1. Go to Report, then select Report Center.
  2. Choose Memorized Reports.
  3. Select the report that you want to delete in order to highlight it.
  4. Click the X to the left of it.
  5. Click OK.

You may also want to check out other available reports in QuickBooks Desktop for your reference: Understand Reports

 

Also, you can customize any of your reports in QuickBooks Desktop for Mac so they have the data and style that you like. 

 

Post a comment below if you have any other concerns about the memorized report. Remember, we're here in case you need us again. 

bbbsg1
Level 1

Quick Books Mac 2019 How do I delete a memorized report

screen shot is attached there is no red x next to the report name

AlcaeusF
Moderator

Quick Books Mac 2019 How do I delete a memorized report

Hello there, @bbbsg1.

 

I appreciate you for getting back to us here in the Community. Allow me to step in, and share some clarification about managing reports in QuickBooks for Mac.

 

I've checked your posts, and I'm unable to find any screenshots attached. As of now, you're only able to replace an existing memorized report with a new one using the Mac version.

 

Since the option to delete is unavailable, you can follow these steps:

 

  1. Go to Reports, then select Report Center.
  2. Choose Memorized Reports.
  3. Open the report.
  4. Make the necessary changes.
  5. Click Memorize.
  6. Enter the same save name to overwrite the data.

For more information, as well as some guides in using QuickBooks for Mac 2019 version, I recommend the following link: https://qblittlesquare.com/wp-content/uploads/2019/05/QuickBooks-for-Mac-2019-1809.pdf.

 

Fill me in if you have additional questions about your memorized report in QuickBooks. I'm always here to help. Take care always.

bbbsg1
Level 1

Quick Books Mac 2019 How do I delete a memorized report

That answer seems to be what I see, but this is really unacceptable.  When do they plan to revise this so that they can be deleted like in the other versions of Quickbooks?

Charies_M
Moderator

Quick Books Mac 2019 How do I delete a memorized report

Thanks for actively responding to this thread, bbbsg1.

 

I understand the convenience it can bring being able to delete a memorized report in QuickBooks Desktop for Mac. While we can't provide a specific date as to when will he feature be available, I want you to be updated with the new features added in the software by following the steps below:

 

Here's how:

 

  1. Go to the Help icon.
  2. Click New Features.
  3. Choose either New Feature Tour or What's New.
    QBDT Whats New.PNG

Another way to be updated to the latest future release in QuickBooks Desktop is by visiting this website: QuickBooks Updates: New QuickBooks Accounting Software Updates.

 

I'll leave you with a guide to know anything about QuickBooks Desktop for Mac: QuickBooks Desktop Mac 2020 User’s Guide.

 

If you have additional questions or concerns, just leave me a comment below. I’ll be happy to help you out.

MarthaCR
Level 1

Quick Books Mac 2019 How do I delete a memorized report

I agree, this is absolutely unhelpful.   These directions to write over and save don't work either

 

MOWSRQ
Level 1

Quick Books Mac 2019 How do I delete a memorized report

Hello,

The deleting memorized reports function is not working in my QuickBooks Premier Nonprofit Edition 2021.  How do I troubleshoot and correct this?

I understand I should be able to delete a memorized report by:

click on Reports

click on Memorized reports

Right -click on report I want to delete and then click on delete.

 

When I right-click on the report I do not get a message to delete. Also there is no x to the left to click on.

 

Thanks for your help,

Meals on Wheels of Sarasota

 

MirriamM
Moderator

Quick Books Mac 2019 How do I delete a memorized report

Hi there, MOWSRQ. Let me get the help you need in deleting a Memorized report.

 

The steps provided above are for QuickBooks Desktop (QBDT) for Mac. If you're using QBDT for Windows, let me guide you on how to delete. Before doing so, let's ensure that your QBDT program is updated to the latest release. This keeps your system up to date with components that fix common problems. Once verified, follow the below steps:

  1. Go to the Reports menu at the top.
  2. Select Memorized Reports, then click Memorized Report List.
  3. Locate the report you'd want to delete.
  4. Right-click the report and choose Delete Memorized Report (or press Ctrl + D on your keyboard).
  5. Click OK when you receive a prompt asking if you want to delete the memorized report.

 

To give you more of an idea about this process, you can check out this article: Create, access and modify memorized reports.

 

For additional reference, you may find the below articles helpful in the future:

 

I'd appreciate it if you update me on how things go. I'm always here to offer additional assistance. Have a great day!

Sinoquebec
Level 1

Quick Books Mac 2019 How do I delete a memorized report

I am using desktop 2021 version. When I tried to delete the memorized report.

 

There is no what you said in 4 at all. There is no response when I right-click the selected report.

 

I searched the Help with the Quickbooks. The answer is almost the same as you said.

 

There is no drop-down arrow beside the selected report and there is no right-click allowed. 

 

ChristieAnn
QuickBooks Team

Quick Books Mac 2019 How do I delete a memorized report

Welcome to QuickBooks Community. Let me share some clarification about the steps provided above. Let's perform a troubleshooting step to ensure that all the memorized reports are working properly so you can delete them.

 

The steps shared above by MirriamM are for QuickBooks Desktop for Windows and that could be the reason you're unable to see the details for step four or there are no responses. That said, you can follow the instructions mentioned by my colleague AlcaeusF to delete memorized reports using QBDT for Mac.

 

If the issue persists, I recommend running the Verify and Rebuild Data Utilities to get fix the problem. The Verify Data utility identifies any potential data damage issues that might've caused some options to be missing for deleting memorized reports. While the Rebuild Data utility repairs damaged data in your company file. Before this, you'll have to secure a backup copy of your company file.

 

How to verify your company file data:

 

  1. Select File and choose Utilities.
  2. Click Verify Data and select OK to close all windows. 
  3. If you see “Your data has failed the integrity check” you need to rebuild your file. If there are no problems with your data, you’re done.

 

How to rebuild your company file data:

 

  1. Choose File and select Utilities.
  2. Click Rebuild Data and select OK to close all windows.
  3. QuickBooks will ask you to make a backup before rebuilding your company file. Then, select OK
  4. If you don’t want to do a backup, choose Cancel to continue rebuilding your company file.
  5. Once the rebuild's finished, click OK.

 

Then, to make sure your file is free of errors or data damage, verify your company files again. If you still have errors or damage, rebuild the file again. For additional details, you can open this article: Verify and rebuild data in QuickBooks Desktop for Mac.

 

However, if you're utilizing the Windows version, you can click this article to view detailed information on how you can Verify and Rebuild Data so you can see the details given above. 

 

Lastly, you may refer to each article below to see various features included in the QuickBooks Desktop 2022 release and how you can use them to benefit your business.

 

 

Let me know if you have other questions about deleting the memorized report in QuickBooks. I'm always free to help you whenever you need my assistance. Take care and stay safe always!

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