How can I save a memorized report that I edited? When I click Memorize it wants me to save it as a new report. I do not want to save it as a new report. I want to save it as the report that I have so that when I run it in the future it will be correct.
@BigRedConsulting - Thank you for the print screen. However, if I was seeing that message, I wouldn't be asking the question. I'm not trying to be rude just stating the obvious. I would be thrilled if that message displayed. It would make a small part of working in QB so much easier. I have to constantly resave reports if I make a change. Sooooo frustrating :(
I'd also get frustrated if a small task requires extra work. I do have a solution to help you update your existing memorized reports.
Make sure you're pulling up the existing memorized report, not the one from the Reports list (standard reports).
The message (from BigRedConsulting's image) will only pop-up if you save an existing memorized report. Simply go to Reports, hover on Memorize Reports, then select Memorized Reports List. Pull up the memorized report, edit it then click the Memorized button again.
However if you're already pulling up a memorized report, then this might be an issue with the lists' data. You can re-sort the list to fix this.
Open the Memorized Reports List window .
Click the View menu.
Select Re-Sort List.
Need to record other sales and expense transactions? You can check out the guides from our Sales or Expenses topic page: