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Intuit

Create, edit, or delete memorised transactions

Learn how to automate or get reminders for transactions that occur often, like monthly bills or recurring invoices.

Never miss a transaction again. Let QuickBooks "memorise" a recurring transaction to get a reminder every time it's due. Or have QuickBooks automatically enter the transaction instead to save admin time.

  1. Enter the transaction the way you want it memorised, but do not select Save.Note: If certain fields contain information that may change, leave those fields blank. For example, you can leave the Memo field blank on a recurring cheque so you can enter a different memo for each cheque.
  2. From the Edit menu, select Memorise [Transaction].
  3. Enter a Name for the memorised transaction, then choose how you want QuickBooks to handle the transaction.
    • Add to my Reminders List: The transaction will be added to the Memorised Transactions section of your Reminders list. When you choose this option, fill in the How Often field.
    • Do Not Remind Me: The transaction will not be added to your Reminders list or added automatically. You can use this as an "as needed" template for transactions that repeat from time to time.
    • Automate Transaction Entry: The transaction will be automatically entered once it's due. When you choose this option, remember to fill in the How Often and Next Date fields.
    Notes:
    • If you set up an automatic schedule for a transaction, make sure your Next Date is set to a day in the future.
    • When filling in the Number Remaining field, note that it includes the Next Date transaction.
  4. Enter any other necessary info in the Memorise Transaction window, then select OK.
  5. If you're only entering the transaction information for future use, select Clear and close the window.To record the memorised transaction now, select Save & Close or Save & Next.
  1. From the Lists menu, select Memorised Transaction List.
  2. Double-click the memorised transaction you want to modify.
  3. Make the changes you want.
  4. Select Memorise at the top.
  5. Select Replace to update the transaction, or Add to create a new one.
  6. If you're only updating the transaction for future use, select the Clear button, then close the window.To record the updated transaction now, select Save & Close or Save & Next.

You can create a memorised transaction group for transactions that occur at the same date, such as invoices with the same due date.

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  1. From the Lists menu, select Memorised Transaction List.
  2. Select the Memorised Transaction drop-down, then choose New Group.
  3. Enter required information such as the group name and frequency.
  4. Select OK.

To memorise a transaction and add it to a group:

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  1. Open or create any transaction you want to memorise.
  2. Select Memorise.
  3. Choose Add to Group and select the Group Name.
  4. Select OK.

To add an already memorised transaction to a group:

  1. From the Lists menu, select Memorised Transaction List.
  2. Right-click the memorised transaction, then select Edit.
  3. Select Add to Group, then choose the Group Name.
  4. Select OK.
  1. From the Lists menu, select Memorised Transaction List.
  2. Choose the transaction you want to delete.
  3. Select the Memorised Transaction drop-down, then choose Delete Memorised Transaction.
  4. Select OK.
To see all your memorised transactions and groups, go to Lists, then Memorised Transactions List.

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