How to create a new Folder in Reports

Hello there, @ToniaP.

Currently, the feature to group your reports into a folder isn't possible. But I've got a workaround for you. You can export a report to a folder by exporting it to Microsoft Excel and save it to a folder. I'm here to guide you on how.

To export a report:

1. Open the appropriate report.
2. Click the Excel drop-down arrow and select Create New Worksheet to export the report to a new Excel.

    

3. Select Export. The spreadsheet opens in Microsoft Excel once QuickBooks finishes exporting.

You can also refer to this article for more detailed steps: Export report from QuickBooks Desktop to Microsoft Excel

Also, you have the option to memorized a report and be able to access it quickly. Here's how.

1. Open a report you want to customize, click Customize Report.
2. Adjust your desired preference in the Modify Report window and click OK.
3. Click Memorize to include the report in your Memorized Report List.
4. Set a name to that report and set your desired set up, then click OK.

Feel free to check these articles for reference:

• Customize reports in QuickBooks Desktop
• Create, access and modify memorized reports

To view your Memorized Report:

1. Go to Reports.
2. Select Memorized Report.
3. Select your Memorized Report to view it.

As always, you can visit our Reports and accounting page for QuickBooks Desktop to learn some tips and tricks on managing your reports.

Feel free to reach out to us anytime you questions or concerns. I'm always here to help. Have a nice day!

JasroV, Thanks so much for all the great details! I'll check out your instructions and will likely just save the reports in the memorized report list without putting them in a designated folder (folders make it easier to find what I want quickly).

What bothers me is that i have many folders in the memorized report location. Since I only do it once a year I forgot what I had done before and now it appears that making another folder within that drop down isn't possible.

Quickbooks had that folder feature and now they don't . . . what's up with that?

Thank You So Much JuVielL - This was the way I did it last time - and forgot they are called Groups not Folders. I will flag this for the future.

That's what we love to hear, @ToniaP!

Managing a small business can be very busy and time-consuming. We are glad to learn that QuickBooks is successfully helping you organize your business.

Be sure to check the Community page for some features you haven't had a chance to test out yet: Help articles for QuickBooks Desktop.

Also, you may join our webinars and training classes to learn more tips and tricks in using QuickBooks accounting and bookkeeping features:

• Learn QuickBooks in Live QuickBooks Classes

• Small Business Webinars

Always feel free to visit us here if you have other questions. Wishing you continued success!