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Experienced Member

old memorized transactions

recently several memorized transactions from our previous fiscal year starting up in the 'to be recorded' screen however none of these are showing in the memorized transaction list.  any suggestions how I get rid of these obsolete transactions? 

1 Comment
QuickBooks Team

Re: old memorized transactions

Hi dneedham,

 

Thanks for reaching out about this. I can absolutely see how having recurring transactions that you no longer need popping up could affect your books. There could be a few things factoring into the messages you're seeing about the transactions. It'd be much easier to narrow it down by being able to see what you're seeing, so I encourage you to get in touch with the phone support team. I'll include the contact details below.

 

Before you call, here is something you can check. Depending on how you set up the memorized transaction, there could be a reminder that didn't get deleted. You can double check by clicking the little alarm clock icon in the upper right of the program (just under the minimize and close window buttons) and looking through the Reminder list. If you see something there, double click to open it, and then go ahead with deleting it.

 

Since you mentioned the "to be recorded" screen, it sounds like you may be in the bank feed area. If that's the case, take a look at the Add and match Bank Feed transactions to learn more about that process and why you might be seeing the information you are.

 

Otherwise, here's the contact info for the phone team: 1-877-772-9158. I see you've tagged QuickBooks Enterprise in your post. Enterprise support is available Monday to Friday between 9 a.m. and 8 p.m. EST. Support fees are included in your subscription rate, so you don't have to worry about any extra costs when you call.

 

I hope that helps! Enjoy your week.