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Import a report template

If someone has memorized a report that you'd like to use within your own company file, you can import the template that person used to memorize the report. You can also import any of the several report templates provided on your install CD.

Importing the template adds a new memorized report—or a new memorized report group—to your Memorized Report list.

Import a report template from another company file

  1. Go to the Reports menu, choose Memorized Reports, and then click Memorized Report List.

  2. Click Memorized Report at the bottom of the list and click Import Template.

  3. Navigate to where the template file was saved and select the name of the memorized report file you want to import.

    The file, which has a .QBR extension, may be on a hard drive, network drive, or removable media drive.

  4. Click Open.

  5. Fill in the window that appears:

    • Assign a different name to the memorized report (or report group) if you want.

    • (Single reports only) To add the memorized report to an existing group, choose the Save in Memorized Report Group checkbox and choose the group you want from the drop-down list.

  6. Click OK.

Import a report template from the QuickBooks install CD

  1. Go to the Reports menu, choose Memorized Reports, and then click Memorized Report List.

  2. Click Memorized Report at the bottom of the list and click Import Template.

  3. Navigate to the Report Templates folder on your QuickBooks install CD and select the name of the memorized report file you want to import.

    Report template files have a .QBR extension.

  4. Click Open.

  5. Fill in the window that appears:

    • Assign a different name to the memorized report (or report group) if you want.

    • (Single reports only) To add the memorized report to an existing group, choose the Save in Memorized Report Group checkbox and choose the group you want from the drop-down list.

  6. Click OK.

KB ID# H_RPT_IMPORT_TEMPLATE
9/19/2014 6:48:13 AM
PPRDQSSWS400 9102 Pro 2013 974f44