I use memorized transactions a lot in my rental business...
Worked seamlessly in the PC version, however now QB Mac lets me create numerous memorized transactions for the same invoice.
In the PC version, QB would notify me "Would you like to replace the existing memorized transaction", but on Mac it will only do it sometimes.
I have already play with different characters and naming types on jobs, but it still lets me create the same memorized transaction over and over
Thanks for utilizing the Memorized Transaction feature and reporting your encountered experience, @salesAPS.
Ideally, both the PC version or Mac should show the prompt whenever you create the same invoice. Let's work hand in hand solving your duplicate memorized transaction issue.
We can run the Verify/Rebuild tool in your company file. This checks if there are data issues that may have caused the unusual behaviors and resolve them.
Let's rebuild your data first:
Next, run the Verify Data utility:
Lastly, go to your Product Information window, (press F2 or CTRL+1 on your keyboard) and click Review Last Verify/Rebuild. Find the error in the results screen and resolve the issue.
Go back to your Memorized Transaction window once more and try creating a sample duplicate transaction. If the issue persists, you have to proceed with the other steps on the Resolve data damage on your company file article. Go directly to the Review QBWin.log section.
I'm also adding the QuickBooks Desktop for Mac User’s Guide for future reference.
Keep me posted on the results by leaving a comment in this thread. I'll be keeping an eye out for your response and look forward to getting to the bottom of this. Take care and have a good one.
This is not a rebuild issue or a one time message issue.
I have found the following things out for memorized transactions for Quickbooks on Mac
- So if you are wanting to edit a memorized transaction, do not do it from a customer's old invoice, do it directly from the memorized transaction list BEFORE you save it.