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Create, edit, or delete memorized transactions

SOLVED•by QuickBooks•4•Updated almost 3 years ago

Learn how to create and manage repeating transactions in QuickBooks Desktop for Windows and Mac.

Never miss a transaction again. Let QuickBooks memorize it for you so you get a reminder every time it's due. QuickBooks can automatically enter your memorized transactions to save time.

QuickBooks Desktop for Windows

You can see your memorized transactions at any time. Go to the Lists menu, then select Memorized Transaction List.

  1. Enter the transaction the way you want it to show up each month. Don’t select Save. If a field contains info that may change, leave the field blank. For example, leave the Memo field blank on a recurring cheque so you can enter a different memo when you need to.
  2. From the Edit menu, select Memorize [Transaction Name]. For example, Memorize Cheque.
  3. Enter a Name. Then, select how you want QuickBooks to handle it.
    • Add to my Reminders List.
    • The transaction will be added to the Memorized Transactions section of your reminders list. When you choose this option, fill in the How Often field.
    • Do Not Remind Me.
    • The transaction won’t be added to your reminders list or added automatically. You can use this as a template for transactions that repeat from time to time.
    • Automate Transaction Entry.
    • The transaction will be entered when it's due. When you choose this option, remember to fill in the How Often and Next Date fields.

Tips:

  • If you set up an automatic schedule for a transaction, make sure your Next Date is set to a day in the future.
  • When you fill in the Number Remaining, note that it includes the Next Date transaction.
  1. Enter any other info, then select OK.
  2. Select Save & Close or Save & Next.

If you have transactions with the same due date, you can create a memorized transaction group.

 

  1. From the Lists menu, select Memorized Transaction List.
  2. Select the Memorized Transaction drop-down, then select New Group.
  3. Enter info like the group name and frequency.
  4. Select OK.

 

  1. Open or create a transaction you'd like to memorize.
  2. Select Memorize.
  3. Choose Add to Group and select the Group Name.
  4. Select OK.

Add a transaction you already memorized to a group

  1. From the Lists menu, select Memorized Transaction List.
  2. Right-click the memorized transaction and select Edit Memorized Transaction.
  3. Select Add to Group, then select the Group Name.
  4. Select OK.
  1. From the Lists menu, select Memorized Transaction List.
  2. Double-click the memorized transaction you want to modify.
  3. Make the changes you want.
  4. Select Memorize at the top.
  5. Select Replace to update the transaction, or Add to create a new one.
  6. Select Save & Close or Save & Next.
  1. From the Lists menu, select Memorized Transaction List.
  2. Select the transaction you want to delete.
  3. Select the Memorized Transaction drop-down, then select Delete Memorized Transaction.
  4. Select OK.

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