Transfer Reports from Accountant's version to Client's
Does anyone know why most reports that I set up in my Accountant's Version can't be opened or viewed in the Client's version?
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02/12/10 1:58pm PST
Viewed by asker 04/08/10 3:33pm PDT
Viewed by asker 04/08/10 3:33pm PDT
4 Replies
Michelle Long CPA
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02/12/10 4:43pm PST
What version is the client using? What reports? How are you getting the reports to the client?
Author of the books 'Successful QuickBooks Consulting' http://amzn.to/lJqmb8 and
'How to Start a Home-Based Bookkeeping Business' http://amzn.to/jNk9Bg
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'How to Start a Home-Based Bookkeeping Business' http://amzn.to/jNk9Bg
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02/13/10 11:18am PST
started typing this & something locked up & kicked me out of here -- will try again.
Transferring data by full back up copy on Memory Stick (USB drive) from my Accountant's version directly to their PC and Pro 2009. Data transfers beautifully, however, can't open reports I generate. I'm having to re-do all which require many changes to the standard templates.
Typical financial reports, Balance Sheet, P&L, Deposit Sumary, Etc. Nothing out of the ordinary.
Thanks for your response.
Vickie Lillico
Michelle Long CPA
Questions asked: 60
Questions answered: 23793
Points earned: 68464
Questions answered: 23793
Points earned: 68464
Advanced Certified ProAdvisor
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient QuickBooks experts.
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Certified ProAdvisors have successfully completed an extensive and rigorous QuickBooks certification program.
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Certified ProAdvisor - ES
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient Enterprise Solutions experts
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02/13/10 11:34am PST
After you modify & customize the reports, did you memorize them? Right next to the Modify button, click on Memorize report and give it a name (not the same name as another report). Then, to generate them you can go to Reports>Memorized Reports and select the one you want to create. You can also group the memorized reports.
Author of the books 'Successful QuickBooks Consulting' http://amzn.to/lJqmb8 and
'How to Start a Home-Based Bookkeeping Business' http://amzn.to/jNk9Bg
www.LongforSuccess.com - my blog, resources, webinars & more
'How to Start a Home-Based Bookkeeping Business' http://amzn.to/jNk9Bg
www.LongforSuccess.com - my blog, resources, webinars & more
02/13/10 3:11pm PST
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Again, thanks for your response Michelle. That's exactly what I'm doing, but can't open or view the Memorized reports after a transfer to clients version--I am having to re-create them.
