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Replying to:
RhoiceW
QuickBooks Team

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I understand that having accurate data and reports is crucial for your business, Darrell and Stewart. If you notice added or substituted columns and data displayed incorrectly in QuickBooks Desktop, please upgrade to R13_50. This update has been released to address these issues. Let me provide you with further details.

 

Once upgraded, all your memorized reports will be fixed and start working as expected. However, if your memorized reports are still not working, there's a way to fix that.

 

Firstly, we'll need to create a backup copy of your company file. Then, locate the memorized reports that are not working as expected.

 

To create a company file, here's how:

 

  1. In QuickBooks, go to the File menu and select Switch to Single-user Mode.
  2. Go to the File menu again and hover over Back up Company. Then select Create Local Backup.
  3. In the window, select Local Backup and then Next.
  4. In the Local Backup Only section, select Browse and select where you want to save your backup company file.
  5. In the Online and Local Backup section, select Complete verification. When you're ready, select OK.
  6. Select Save it now and schedule future backups and then Next. Or if you don't want to save a backup now, select Only schedule future backups.
  7. Select the Save backup copy automatically when I close my company file checkbox. Then select the number of times between backups.
  8. To create a schedule, select New. Fill out the data fields to create a backup schedule. You can set a specific time or day of the week.
  9. After you set your schedule, select OK. QuickBooks asks you to enter your Windows sign-in password. This gives QuickBooks permission to run the scheduled backup.
  10. When you're ready to create your backup, select Finish.

Backup

 

Once your backup file is complete, proceed to recreate the memorized reports.

 

If the issue persists, you can consider doing some basic data damage troubleshooting. This will help repair the data damage in your company file.

 

Feel free to refer to this article for detailed steps and guidance about fixing memorized reports in QBDT.

 

For detailed instructions on how to set up, modify, and manage scheduled reports in QuickBooks Desktop, and to ensure your reports are consistently up-to-date and automatically generated, please refer to this helpful article.

 

By leveraging these features, you can streamline your workflow and ensure your financial data is always readily available. If you have further questions or need additional assistance, don’t hesitate to reach out. I'm here to help you always.

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