Memorized Reports Disappear

Hello there, bbutler1.

Let’s update the maintenance release for your QuickBooks. Then, resort the list for your memorized reports. These processes will get you back on track running the statements.

To download:

1. Click the Help menu at the top to choose Update QuickBooks Desktop.
2. Go to the Update Now tab and tick the box for Reset Update to remove previously downloaded releases.
3. Hit Get Updates and OK to continue.
4. Once the download is complete, close and re-open QuickBooks to kick off the installation.

I've included a screenshot of how it should look like.

Next, open the memorized report you’re working on. If you continue to get the same result, resort your list to put it back to its default order. I’ll help you through the process.

1. Open the report and scroll down to the bottom of the screen.
2. Click the Memorized Report drop-down and pick Resort List.
3. Press the OK button to confirm the action.

For more insights into this process, see the following guide: Re-sort lists in QuickBooks Desktop.

Also, this article covers information about reports in QuickBooks. It includes solutions on how to fix possible issues when memorizing reports: Create, access, and modify memorized statements.

Reach out to me again if you need assistance when working in QuickBooks. I've always got your back. Have a good one.

Rasa,

Thanks for the support. I'm using QB in mutli user mode; for updates like the most recent one rolled out, all the users have to update QB at the same time.

Will this reset update process you suggested below cause issues with the other users? Will they have to run any updates themselves? Or is this only for me, as 1 of the multi users?

Thanks,
B

Thanks for getting back here, @bbutler1.

In QuickBooks, the update process for multi-users begins with updating the QuickBooks server first and then, one by one update each workstation. Until the QuickBooks server is updated, all workstations should exit QuickBooks.

Also, no workstation should continue using QuickBooks until that same workstation and server are updated on the same release. Let me guide you through the process:

1. Have all the users exit QuickBooks.
2. From the server computer, switch to single user mode through the File menu.
3. Update the file server, restart it, and load the database server manager.
4. Update QuickBooks to the latest release.
5. Load the program and open each of the company files maintained by the version of QuickBooks you just updated.
6. Install the update for each workstation, then restart after the update is complete and open a company file.
7. Confirm that the installed release on this workstation matches the release of the intended update.
8. Switch the QuickBooks in the server to multi-user mode again.

Make sure you run the same release version on workstations on the same network. Once the update process is complete, it is important to complete the updates for all network workstations.

Also, QuickBooks offers self-help articles that will guide you to finish your tasks in no time. To start browsing, go to our QuickBooks help page at this link.

Feel free to get back to me if you need further assistance updating your QuickBooks. I'm always here to help. Have a good one. 

I updated from QB Desktop 2018 to 2021.  Now some of my memorized reports do not function.  I have uninstalled all updates then reinstalled updates and resorted the list but the same reports are still not functioning.  What do I do now?

Hi there, fccconroe.

Welcome to QuickBooks Community. I appreciate you providing detailed information about what you've done to fix the issue with memorized reports not functioning. I'll share another troubleshooting step to ensure that all the memorized reports are working properly.

Since the issue persists, I suggest running the  Verify and Rebuild Data Utilities to get this sorted out. The Verify Data utility identifies any potential data damage issues that might've caused some memorized reports that don't work. 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.

To Verify data:

1. Go to the File menu.
2. Scroll down to Utilities.
3. Select Verify Data.
4. Click OK.

To Rebuild Data:

1. Go back to the File menu.
2. Choose Utilities.
3. Select Rebuild Data.
4. Click on OK when you get the message Rebuild has completed.

For further details, you can refer to this article: Verify and Rebuild Data in QuickBooks Desktop.

If the issue continues to occur, I reccomend contacting our QuickBooks Support Team. They have the tools to pull your account to deep investigate the cause of the problem.

Please click this article to see steps on how you can save QuickBooks reports so you can use them in Microsoft Excel: Export reports as Excel workbooks in QuickBooks Desktop.

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