How to save template for Item QuickReports?

Thanks for reaching out to us, @jacpatatas.

I'd be happy to assist you today to customize the Item QuickReport in your account. 

1. Click Lists, and go to Chart of Accounts.
2. Right-click on the bank account.
3. Select QuickReport: [bank account].
4. Click the Customize Report button then filter the necessary information.
5. Click OK.

I've added a screenshot for visual reference.

To learn more about reports in QBDT and how to customize them, you can check out these articles: 

• Customize reports in QuickBooks Desktop. 

• Use and customize form templates

You can also export your report to Excel. This way it'll be easy to convert the report to your specified file format. See this article for more details: Export reports as Excel workbooks in QuickBooks Desktop.

Just in case you encounter any issues when using your customized templates, here's an article you can read to fix it: Fix common issues when you use and customize templates.

I'm just a reply away if you have any other questions. I'll make sure you're all set. Have a good one!

@LollyNino_C   Your post does not answer the OP's question and in fact just repeats what the OP already asserted: "I can do that by clicking the Customize Report button and checking "Sales Price" under the columns section. However, we have to do this every time".  Which is not helpful.

@jacpatatas 

There isn't a way to change the results of a QuickReport and make that stick for future use.

I also have this issue... How can you save a report to show for every item? I run this report about 20 times a day.

Hi drewcuda,

I'm here to share ways to save a customized report, so you don't have to filter it every time.

1. From the Reports window, select Memorize.
2. Enter a name for the memorized report.
3. Select the Save in Memorized Report Group checkbox if you want to save the report on a specific report group.
4. Select OK.

If you want to export a report, you can check this reference:

Also, feel free to visit our Help Articles page for more tips in managing reports.

There you have it, drewcuda. If you run on some issues in QuickBooks, just post them here. We've got your back

I am referring to the the quick report from the item list. From the quick report for a selected item, I can customize it, but only for that one item. I want this customized report to be saved and generated for every item I run a quick report on. Is this possible?

Did you ever find a method?  A coworker of mine is wanting to do the same thing as you.

I'm having the same issue. Any updates on this question?

Hi there, Ash1212. 

Currently, the option to customize the Item QuickReport and save that template whenever you generate it isn't available in QuickBooks Desktop (QBDT). 

I can see how this feature would be beneficial to your business. In the meantime, I suggest sending feedback straight to our product engineers. 

To send feedback, here's how:

1. Go to the Help menu at the top.
2. Select Send Feedback Online.
3. Click Product Suggestion.
4. Choose a feedback type and product area on the QuickBooks Feedback window. 
5. Enter your feedback, name, and email address (optional).
6. Once done, click on the Send Feedback button.

You can check out these links to get a better grasp on creating and saving a report: 

• Create, access, and modify memorized reports
• Understand reports.

 Keep me posted if there's anything else you need or if you have an additional concern about customizing reports in QBDT. Just leave a comment below.