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Buy nowHello all, apologies if this is mentioned somewhere else in this thread, but I think I might have found the specific issue with any memorized reports not working in QB 21.0. We upgraded from 18.0 to 21.0, but with this being a known issue before we upgraded we have both versions available to us. This would at least allow us to open our backed-up company file in 18.0 and open the memorized reports that don't work in 21.0 and re-create them by adding the same filters, etc. However, when looking at the memorized reports list in 18.0 I saw something when I right-clicked on a memorized report that says "Export Template". This had me excited because maybe all we had to do was export the template from 18.0 and import into 21.0. No such luck, but here's the specifics:
In 18.0, when I go to "Export Template" for any reports that are broken in 21.0, I'm asked to pick a file location to save to. Then when I click "save" I am prompted with an error that says:
"PROBLEM - QuickBooks cannot export this memorized reports because it contains filter settings unique to your company file.
SOULTION - Look for filter settings that would not work for a different company file... (gives an example) ... Change the filter settings and memorize the report again."
In our case, the "unique" filter the error is simply referring to any specific customers/jobs we have selected in our filters. There are no other "unique" types of filters on these reports. However, I do not get this error when trying to export templates for memorized reports that don't use any customer/jobs in the filters.
I'm not saying this is a solution nor am I saying that QB shouldn't have found and squashed this issue before forcing everyone to upgrade to 21.0 by May 31st, but I'm hoping this sheds some light so the folks at QB can narrow down their search for the root cause. QB, please help!!!
As grandpa Simpson would say, "Thanks for listening!" (or reading, I guess)