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WilliamB89
May 21, 2024
Question

Memorized report bleeds into other QBW's

  • May 21, 2024
  • 1 reply
  • 0 views

Ok so, Desktop 2024 Ent, i got like 50+ QBW's, lets call this one "Company A" and this next one "Company B"

 

If i access "Company A" and and then "Company B"? everything under memorized reports will still list stuff from 

"Company A" even though i am now on "Company B", "Company B" shouldnt have any items in here (i think)

 

Now, if i access any of the other 48+ company files first? it doesnt happem, memorized report list wont bleed between them.

But the moment i open "Company A" it will remain no matter what company file i open.

 

If i access "Company A" and the bank lists as "Bank A", i dont want all that data still being accessable when i access "Company B" expecially when it dhouldnt have anything in there, let alone all the data to "Company A" "Bank A" info.

 

idk if any of that made sense, but basically if i ever access "Company A" the listed memorized reports will stay there no matter what company file i open. The only way i have found to fix this is to reboot the PC.

 

 

 

1 reply

K
Kurt_M
May 21, 2024

Hi there, @WilliamB89. Let's team up to help you get through this and fix your company file to avoid having problems accessing memorized reports inside QuickBooks Desktop (QBDT).

 

We recommend utilizing the Verify and Rebuild feature to let the system run a deep check and search for ongoing issues within your company. Once the root cause is determined, the rebuilding process can help restore or fix the data. We'll gladly write down the steps to get you going:

 

  1. Access your QuickBooks Desktop company.
  2. Click the Window menu and then select Close All.
  3. In the File menu and select Utilities.
  4. Once you're ready, click Verify Data.

 

For more details about the process, please see this page: Verify and Rebuild Data in QuickBooks Desktop.

 

Also, it's best to check the Audit trail report and ensure no one is trying to add the same file inside your company. These are the steps:

 

  1. Access your QuickBooks Desktop company.
  2. Select the Reports menu and then click Reports center.
  3. In the Search bar, enter Audit trail.
  4. Click on the report and then utilize the filters to show you data from a specific period.

 

On the other hand, we're adding these articles to help you personalize your reports, and learn more about scheduling reports inside QBDT:

 

 

Thank you for visiting the Community space. If you have any further questions about reports or need assistance with QuickBooks-related queries, you can comment below anytime so we can assist you again. Stay safe.

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