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How do I delete Memorized transactions?

How do I delete a memorized transaction
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Best answer 10-15-2018

Accepted Solutions
QuickBooks Team

Hi joycek8393, I'm here to help. You can click on the Gea...

Hi joycek8393,

I'm here to help.

You can click on the Gear icon, and then select Recurring Transactions to delete the transaction. Click the arrow on the Action drop down menu beside the transaction you want to delete.

I've attached a screenshot for your reference.

Let me know if there's anything else you need help with. Thank you.

View solution in original post

20 Comments
QuickBooks Team

Hi joycek8393, I'm here to help. You can click on the Gea...

Hi joycek8393,

I'm here to help.

You can click on the Gear icon, and then select Recurring Transactions to delete the transaction. Click the arrow on the Action drop down menu beside the transaction you want to delete.

I've attached a screenshot for your reference.

Let me know if there's anything else you need help with. Thank you.

View solution in original post

Not applicable

Re: How do I delete Memorized transactions?


@joycek8393 wrote:
How do I delete a memorized transaction

How can I star again

Content Leader

Re: How do I delete Memorized transactions?

Hello again @Manwai,

 

I just wanted to let you know that I responded to your post at the following link: here.

 

Please let me know if I can be of additional assistance. Wishing you all the best. 

Not applicable

Re: Hi joycek8393, I'm here to help. You can click on the Gea...

In QB 2019, I don't see a "gear" icon.   Am I being selectively blind?    Can you point me to it please?

 

Moderator

Re: Hi joycek8393, I'm here to help. You can click on the Gea...

Thanks for joining in on the thread, Alison. The steps above are for QuickBooks Online users.

 

Let me show you how to delete the memorized transactions in QuickBooks Desktop:

  1. Click Lists at the top menu and select Memorized Transaction List (Ctrl + T).
  2. Right-click on the memorized transaction and select Delete Memorized Transaction.
  3. Select OK.

You might want to use this article if you want to know more about memorized transactions: Create and modify memorized transactions.

 

Let me know if you need more assistance with this. 

Not applicable

Re: Hi joycek8393, I'm here to help. You can click on the Gea...

Thanks for this.  But it doesn't do the trick.   I enter a "new" transaction (which somehow auto-fills a crazy $$ amount) -- I add it to the Memorized Transaction list.    I go to the list.   I delete the transaction.    I go back to the ledger to test it.   I enter the payee and QB continues to auto-fill the amount which, by the way is only $.09 -- but it is SO annoying that I can't get rid of it.   I'm pretty tech savvy but -- What am I missing?

Moderator

Re: Hi joycek8393, I'm here to help. You can click on the Gea...

Hi, @AlisonGordon.

 

I appreciate you trying over the steps provided by my colleague. Allow me to loop in for a moment and provide additional information on how to stop QuickBooks from auto-filling the amount when entering a new transaction on the Ledger.

 

To do this, you need to remove the check mark on the Automatically remember account or transaction information on your Preferences. Here's how:

 

1. Go to Edit menu at the top, then pick Preferences on the drop-down.
2. Choose General on the left panel, then go to My Preferences tab.
3. Remove the check mark on the Automatically remember account or transaction information under AUTOMATICALLY RECALL INFORMATION.
4. Once done, select OK.

 

I also added a sample screenshot below to show you the second to fourth steps.

 

 

That should do the trick! QuickBooks will now stop auto-filling the amount when entering a new transaction on the Ledger.

 

Please let me know how it goes by leaving a comment below. I'd be glad to answer should you have any follow-up questions. Take care and have a great rest of the day.

Not applicable

Re: Hi joycek8393, I'm here to help. You can click on the Gea...

Brilliant!   You get the Gold Star :)

Not applicable

Re: Hi joycek8393, I'm here to help. You can click on the Gea...

Hello again... Well, this didn't turn out as well as I had initially anticipated.   By unchecking AUTOMATICALLY RECALL INFORMATION, all info for all entries is eliminated.  That wasn't the goal, sorry.  I just want to get rid of ONE stupid little $.09 auto-recall.   This shouldn't be so difficult, right?

 

Moderator

Re: Hi joycek8393, I'm here to help. You can click on the Gea...

Good day, AlisonGordon.

 

Let me share some details about the Automatically remember account or transaction information setting.

 

You're right. This feature allows QuickBooks to pre-fill new transactions based on previous transactions. It's a like sticky note feature in which QuickBooks remembers the information you've entered before.

 

For more details, you can go to the Help menu, select QuickBooks Help and search Automatically recall information.

 

Since you opt not to turn off this feature, you can always override any pre-filled information in a transaction and that includes the amount. If you add transactions in the check register, try updating the amount and QuickBooks will remember it when you enter another entry for that payee.

 

Right now, we are unable to eliminate just the amount for a transaction and remember the other details. I've sent a request to our Product Developers so they might consider adding this option. It would also help if you can send your feedback. They'll use your suggestions to fix and improve the overall product experience.

 

To do this, just click the Help menu at the top and select Send Feedback Online.

 

Thanks for letting us know about your experience. I'm happy to help some more if you have other questions in QuickBooks. Have a great day.

Not applicable

Re: Hi joycek8393, I'm here to help. You can click on the Gea...

Trying to delete a memorized transaction in Quickbooks Desktop for Mac 2019 and I am not seeing the option to delete.  I can edit but there is nothing even within the edit function that I see that will allow me to delete the transaction from the list.  I'm hoping that I'm missing something simple here.

QuickBooks Team

Re: Hi joycek8393, I'm here to help. You can click on the Gea...

Hi there, @ZempelInsurance.

 

It's my pleasure to help you delete a memorized transaction in QuickBooks Desktop (QBDT) for Mac successfully.

 

To delete a memorized transaction in QBDT for Mac:

 

  1. Go to Lists at the top menu bar.
  2. Click on Memorized Transaction List.
  3. Highlight the memorized transaction.
  4. Press on Command + D on your keyboard.
  5. Click OK for the confirmation.

To learn more about QBDT for Mac, you can visit our QBDT Mac guide.

 

As always, feel free to add a comment if you have any other concerns about deleting memorized transactions. I'd be glad to keep helping!

Not applicable

Re: Hi joycek8393, I'm here to help. You can click on the Gea...

Thanks! That is exactly what I needed to know and it worked perfectly.

QuickBooks Team

Re: Hi joycek8393, I'm here to help. You can click on the Gea...

Thank you for getting back to us here in Community, @ZempelInsurance.

 

I'm glad to know that you're able to delete the memorized transactions following the steps provided above.

 

Please know that I'm always here to help you if you have any other QuickBooks questions. Wishing you continued success!

Not applicable

Is there a way to manually enter payroll in QuickBooks Desktop for Mac 2019

I have been manually processing payroll from a 3rd party payroll vendor using QuickBooks Pro 2011 (Windows version) and recently switched over to Mac and also upgraded my QuickBooks to the Desktop for Mac 2019 and I can't seem to figure out how to manually enter payroll information.  I know Quickbooks wants businesses to use there payroll services but we are not ready or in a position to switch right now.  I also see that there have been other responses and instructions given as to how one can set up manual payroll processing but they do not fit/work with the Desktop for Mac 2019 version.  

 

Any help before I invest a ton of time to figure out my own way to manually enter the payroll information would be greatly appreciated.

Moderator

Re: Is there a way to manually enter payroll in QuickBooks Desktop for Mac 2019

Hi there, ZempelInsurance,

 

I've checked that you've posted twice in which this is the duplicate post: https://quickbooks.intuit.com/community/Other-questions/Is-there-a-way-to-manually-enter-payroll-in-....

 

You can check out the solution provided by my colleague.

 

If there's anything else you need help with concerning payroll, please feel free to visit us again. Have a great day!

Not applicable

Re: Hi joycek8393, I'm here to help. You can click on the Gea...

what is the gear icon?

Content Leader

Re: Hi joycek8393, I'm here to help. You can click on the Gea...

It's nice to have you in the discussion, @janicec419. I can provide clarification on the Gear icon.

 

The Gear icon is located in the upper right of the screen and contains multiple options for QuickBooks Online (QBO), such as Account & Settings. I've included a picture to serve as an example of this:

 

 

Should your screen look different than this, then you may be using QuickBooks Desktop. My colleague, @JamesDuanT, provided instructions above for this version. 

 

I'm confident that this information will get you on the right path.

 

Please let me know if you should have any questions about memorized transactions, or anything else. Have a nice day. 

Not applicable

Re: Hi joycek8393, I'm here to help. You can click on the Gea...

Is there a way to delete multiple MEMORIZED transactions at once or must they be deleted one at a time?

Moderator

Re: Hi joycek8393, I'm here to help. You can click on the Gea...

Greetings, JeanneO.

 

I'm here to provide insights about your memorized transactions in QuickBooks Desktop.

 

The ability to delete memorized transactions using the Batch action feature is still unavailable. For now, you can only get rid of them manually by pressing the Ctrl + D key on your keyboard or selecting Delete Memorized Transaction from the Edit menu at the top.

 

The screenshot below will serve as your visual guide:

 

 

In case there are any updates, you can refer to the articles I'm attaching below about memorized transactions and the batch delete feature:

 

I want to ensure I'm able to provide the information you need, so please feel free to reach out to me anytime through this thread. I'm just a click away. Have a lovely day.

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