Memorised Reports, Customised Templates and Memorised Transactions in QuickBooks QBi 2008/09

Legacy KB ID: 236

Question

What are the changes to my Memorised Reports, Customised Templates and Memorised Transactions when upgrading to QuickBooks QBi 2008/09?

Answer

Memorised Reports


Any memorised reports you may have set up in QuickBooks 2007/08 or earlier will not be available after upgrading to QuickBooks QBi 2008/09 and cannot be imported. New memorised reports can be created using the default reports available in QuickBooks 2008/09.

Customised Templates


If you had customised templates in QuickBooks 2007/08, after you upgrade to QuickBooks 2008/09 the layout of the templates may have changed. Therefore, after you upgrade you should check the layout of your templates. New customised templates can be created in QuickBooks 2008/09

Memorised transactions


Any memorised transactions you may have set up in QuickBooks 2007/08 or earlier will not be available after upgrading to QuickBooks 2008/09 and cannot be imported. New memorised transactions can be created in QuickBooks 2008/09.


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