Nov. 29, 2012
-- Quickbooks allows it’s users many different shortcuts that will save huge amounts of time when working on specific tasks. One of them is a handy way to memorize reports that are commonly being run. For our business, specifically dealing with the Homeowners Associations Property Management market there are many different reports run specific times during the month. By memorizing these items, and memorizing them as a group, you run one function that produces all the reports as needed.
The function to memorize items including reports and transactions can be done by holding the control key, and hitting the “m” key, or the function can typically be found under the edit tab. Once you have memorized the specific reports that you commonly use, you will want to organize these items under the reports center.
Under report center there is a tab that lists “memorized”
which controls each of the reports that have been memorized. Once this option is selected, to the right hand side is a button that states “Edit Memorized List”. From here, the specific preferences can be set as to which memorized reports will be run under that group as specified. As you cam imagine this will help many different tasks, specifically for Homeowners Associations, with outsourcing of billing and accounts receivable automation. This will allow us to do a lot more with a lot less, to pass along better pricing to our customers.