 QuickBooks desktop 2023 memorized report group set up. Let's do it within two it's QuickBooks desktop 2023 support accounting instruction by clicking the link below giving you a free month membership to all of the content on our website broken out by category further broken out by course each course then organized in a logical reasonable fashion making it much more easy to find what you need then can be done on a YouTube page we also include added resources such as Excel practice problems PDF files and more like QuickBooks backup files when applicable so once again click the link below for a free month membership to our website and all the content on it. Here we are in QuickBooks desktop sample raw castle construction provided by QuickBooks going through the setup process we do every time maximizing the homepage to the gray area view drop-down noting that we've got the open windows list and hide icon bar checked off so the open windows are on the left and then we're going to go to the reports drop-down company and financial P&L range change 010124 1231 24 tab customize fonts and numbers changing the font up to 12 okay yes okay reports again company and financial again balance sheet that's the new thing and then we're going to go to the drop-down and take a look at the fiscal year and then customize and fonts and numbers to change it to 12 again and twit and okay yes and okay that's the setup process that we do every time now we're going to be looking at the memorizing of the reports now notice that this particular report these two reports we've been customizing them every time we might say hey is there a way that I can do a memorization so I don't have to do that every time we could do that we could do the memorize reports up top let's make it a little bit more a glaring of a change so we can look at the memorize and report I'm going to go to the customize and let's say we went to the fonts and numbers and we like we said we want the brackets our parentheses red and remove the pennies and let's say that we're going to take the the header or the company name let's say and change that to red we'll make it just stand out with red and make it like super big 22 that's super big it's big enough it's big enough it's not super big I guess it's big enough so now we've got the header is in red so it's a little ugly but if that's what we wanted to do we could memorize it to do that we can go to the icon up top for the memorize we can change the name if we want balance sheet like custom or with custom or something like that we can then say we want to save it to the category these categories are given to us in part because it's a sample file where they already set up categories this is where our focus is going to be to try to customize the categories here we can also share the report with others meaning you might be using the file with other people as well you might have reports that you simply want for your use you might have reports that you want to be sharing with other people as well so I think custom has it and you in there or something but in any case I'm not going to save it right now because I'm we're going to work on basically these categories that we want to save too so I'm going to close this back out once you memorize it if I go to the reports drop down then it'll be in this little drop down but we want to work on the category so I'm going to go to the report center gonna maximize it to the gray area into the memorized categories we already have this stuff set up in the sample file I'm going to go to the edit the list and that shows us this list let's show you that one more time I went there kind of fastest is the edit memorized list with a little pencil and this gives us the categories and the reports that are in each of the categories what I'm going to do is clear out the categories so we can think about what we want to put in to this category so the way you can remove the reports is we can click on the report you can hit the drop down or rise up down here and say delete memorized report okay or you can just right click on the report right click and delete the memorized report okay I'll do this for a couple of them and then and then I'll just kind of clean them all up so you don't have to watch me clean them up but I want to show you the memorizing I'm gonna delete everything within it and then I'm gonna delete the category right click and delete the category there also note that you could kind of move the report by putting your cursor on that little icon and moving it to another category I'm gonna repeat that process clearing this out so nothing is in the memorized reports to start out with here okay so now everything is cleaned out of there so if I went back to a report for example and then I was to memorize it and I was saying in this category I can't even get into the categories because there's nothing in it at this point in time so I'm gonna close this pack out I'm gonna go back into the memorized reports and then I'm gonna be adding some categories now some ways you might think of adding categories you might say I'm gonna put it under my name possibly and that would be useful if you're kind of having your own reports versus other people that are using the same software and and have access to the reports or you might say this is gonna be my for my internal use reports those formatted for me to do my data input process as a bookkeeper or accountant and accountant or we can say that we're gonna have my month-end reports or my year-end reports those that are gonna have pre- formatted so I can easily put together the month-end and year-end reports so let's see that we're gonna go to the reports drop down let's say we have a new group and I'm gonna say it's a new group and I'm just gonna put like a name here for the group name and say okay so there we have it and then if I went to like my balance sheet again and I was to memorize this I've got the balance sheet maybe I want to put my name after it or something like that to show the difference and then go to the save and memorize reports and it's under the category of Robert so I'm gonna say okay it takes a picture which is quite loud if you have the noise on and then you can go to the report list and there we have our category in our report under it I can then close this out and I can go into the reports drop down I could find it that way I can also go back into the reports and I wanted to show if I go into the memorized reports this way now it should have updated so you might have to toggle back and forth for it to update to the new category which all we have is that one now let's go to the edit again another way you might want to think about reports is to say maybe I want to have a category of reports that are going to be say client client month end reports and that way I can customize reports in such a way like the balance sheet here and do it so it's gonna be what I want when I make my month in reports and that way you could have someone do your bookkeeping and hopefully at the end of the month they can kind of group your reports together by just simply printing out the memorized reports that are in the month-end reports so that they can then batch those and provide them to the client or supervisor or whatever at the end of the month quite easily you might have some different reports although most likely similar for year-end reports so year you might have month-end reports you might have quarter-end reports you might have year-end reports so on year-end reports you might you know you have different comparative type of reports hold on a second I've got year-end reports I want to say new group and then I want to say client month end reports and so you might have similar reports like a balance sheet income statement formatted possibly without pennies and that kind of stuff but you might also have different comparative reports for a year-end report as opposed to the month-end report and then you might have internal reports so you might say you've got a new group you might say that I want my own internal reports and so we could say okay and those are gonna be the reports that possibly I format such as this profit and loss for internal use meaning I just made the font size larger and that's it so or you know whatever I want I'm for my internal use as opposed to what I want for reporting purposes at the end oftentimes for internal use I like seeing the pennies right and I want to see the whole thing typically and for external use possibly I can clean that out because I don't want it there possibly I'm okay with a profit and loss report possibly would I give it to someone else I want to change the title to like an income statement if I think that's more professional possibly I like to use one font internally but when I give it externally maybe maybe I want some different font styles in order for presentation purposes to be different or whatever so those kind of those kind of changes that's one way you might think about how to organize the reports and then you know you could have a separate reports for like payroll reports for example if you do payroll reporting which once again you might do internal reports and external reports for payroll if you're processing that so you might have a category for a new group for payroll reports and so one you might say well there's already payroll reports but you're gonna customize these payroll reports to whatever look and feel that you want with the payroll reports to make them as easy as possible for you to be processing possibly if you run payroll then you're gonna be giving payroll reports to your clients on a monthly or yearly basis and so on and so forth so you can have that kind of information now we'll start to populate some of these and we'll work on memorizing some of the reports in future presentations but for here we just want to consider those categories obviously once you have the categories set up you can memorize to those categories and start to organize them in any way you want by simply going to memorize and then I'm gonna say let's say for place hold on a sec I'm gonna say memorize and say new and then we can then have our drop downs and put them into whatever category we want to be putting them into so that's the general idea