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May 11, 2024
Question

Just switched to online version from desktop version. Where do I now find Memorized reports that were already created & existing invoice templates that were saved?

  • May 11, 2024
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1 reply

May 11, 2024

Let me explain how features transfer from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), @wgha-treasurer.

 

Memorized reports and invoice templates are among the lists and preferences that don't move to QBO. However, you'll still find them in your QBDT company account. For more details, visit this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

We suggest recreating them in QBO by referring to these helpful articles:

 

 

In case you want to personalize your reports, you can check out this article for more guidance: Customize reports in QuickBooks Online.

 

Let us know if you have other concerns besides locating your memorized reports and invoice templates. We're always around to assist you. Have a great day!