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knoxf43
Level 1

Memorized reports

I recently created a memorized report that is in my favorites. I listed the report under banking and it worked. No issues there. however I want to have the report display on the ribbon at the top of Quickbooks as one of my memorized reports that give me immediate access when I go to banking. If I from the ribbon, reports, memorized reports, the banking, it will give me two options check/savings detail. I want to add the check register detail to that view as well. I can see it when I go to the memorized reports area but cannot display it from the Ribbon, Reports, Memorized reports, banking, check register is what I am trying to get to ultimately. Does anyone have any advise regarding how to add that check register option to my Ribbon choices?

 

Your help appreciated. 

 

Thanks

 

Fletcher 

1 Comment 1
BigRedConsulting
Community Champion

Memorized reports

@knoxf43 

RE: Does anyone have any advise regarding how to add that check register option to my Ribbon choices?

 

I think by ribbon you mean the icon bar at the top of the QuickBooks window, just under the menu, as seen below.

 

If so, you can add most windows to the icon bar - including bank registers - by picking View | Add [window name] to Icon Bar...

 

Capture1.JPG

 

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