Memorized Report not saving filters

I'm happy to help you figure this out, @Cindy Croft.

Let's get your memorized Time by Job Detail report resolve by doing some tricks. This way, the chosen filter will hang on from that report. 

To begin, let's make sure that your QuickBooks Desktop account is in the latest release (R5). To keep your software up-to-date and fix some problems. 

Here's how to check: 

1. Press F2 on your key board and review your current version and release. 

       2. If it's not updated, go to the Help menu and choose Update QuickBooks Desktop.

       3. Click Update Now, then Get Updates. 

       4. Restart the computer and install the new release. 

For more details, check out this article: Update QuickBooks Desktop to the latest release. 

After that, I'd recommend re-access the memorized report to verify if the filter is functioning thoroughly. If the issue keeps going, please run the verify and rebuild tool. This tool scans your company file for issues and fixes them right away. Let me show you how. 

To Verify:

1. Go to the Window menu and select Close All.
2. Then, go to the File menu.
3. Select Utilities.
4. Click Verify Data.

To Rebuild:

1. Go to the File menu.
2. Select Utilities.
3. Click Rebuild Data.

 You can also visit this page for the detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

Feel easy to access these articles about combining reports from two or more company data files, set up scheduled reports, and other related topics. 

• Understand reports
• Reports FAQs

Let me know if there's anything else you need from me about handling reports. I'm always here to help in any way I can. Be safe. 

I apologize, I mistakenly listed that I am using Quickbooks Desktop and should have listed it under QuickBooks Enterprise Solutions.

I do have the most current build and I did do the "verify data" but there were no issues found and I am still unable to run that specific job report from a "memorized" report.

If you have any other solutions to try, I am willing to give them a go.

Thank you.

Good evening, @Cindy Croft. 

Thank you for joining back in and giving us some clarification. 

QuickBooks Desktop has three different types of accounts: Pro Plus, Premier Plus, and Enterprise. You were on the right track saying that you used QuickBooks Desktop. 

When reviewing what you responded about how you're still unable to run this specific report after trying the steps above, then I recommend contacting our Customer Support Team. They have the tools to examine your account further and do a screen share. Here's how: 

1. Go to the Help menu. 
2. Pick the QuickBooks Desktop option. 
3. Click the Contact Us hyperlink. 
4. Give a brief description of the issue and tap Let's Talk. 
5. Scroll down and choose to Get a callback. 

It's that easy. 

If you don't mind, please let me know how the call goes. I want to make sure that you're able to run the report for you and your business. I'm only a few tap away if you need me. Wishing you and your business continued success!

Folks, as far as i can tell QuickBooks Desktop memorized reports DO NOT save filters status. You can update and reinstall forever if you want. 

So when you give this advice you either don't understand the question, do not know the answer or you making excuses for the software, and frustrating and wasting time of the person seeking info.

If anyone can show me how to do this in QB Desktop, I'll eat my words.

Let's go through some steps to memorize reports with customized filters in QuickBooks Desktop, Fatih.

In QuickBooks Desktop, you can memorize reports to have the ability to access the same customized report settings in the future. By doing so, you can avoid having to repeat the customization process each time you need to run the report again.

Here's how to do this:

1. On the top menu, go to Reports.
2. Locate the report you want to run.
3. Click Customize Report.
4. On the Filters tab, filter the report as you wish. Then, press OK.
5. Head to the Memorize button on the report window.
6. Name the report. Then, hit OK.

After going through these steps, the report's customization settings will be saved. You can then access the report by following these steps:

1. Go to Reports on the top menu of your QuickBooks Desktop.
2. Hover over the Memorized Reports option and select the report.

If the issue persists and you've already performed the troubleshooting steps provided by my colleague above, I'd recommend reaching out to our Customer Care Team. They can conduct further investigation as to why your report's filters aren't being saved.

For more information, you can refer to this article: Create, access and modify memorized reports.

You might also want to merge financial reports from multiple company files. Here's a detailed guide on how to do that: Combine reports from multiple company files.

Let me know how it goes by using the comment section below, Fatih. If you need further assistance about running or memorizing reports, I'll be around to help you out. Keep safe!