How to get my memorized transactions to automatically enter?

I want my memorized transactions to be entered on the date they are due without closing and reopening QB.  Is that possible yet?  I keep waiting for an update to include this.

I have a list of Memorized transactions such as monthly contributions, mortgage payments, car payments and a few bills that are the same amount each month.  Right now the only way those are entered into my checking account register is if I close QB and then reopen.  When I open QB, there is the list of Memorized Transactions with a box to enter them now.  I want the payments to hit my checking account on the day they are due without having to close and open QB. 

Thank you for the quick response, @srb2!

You'll have to select Automate Transaction Entry for your memorized transactions. I'm here to help you accomplish this.

To start with, Automate Transaction Entry let QuickBooks create your transaction automatically.

Thus said, let's select open and edit your memorized transactions. From there, select the Automate Transaction Entry option.

Let me show you how:

1. Go to Lists.
2. Select Memorized Transactions Lists.
3. Choose one from the list of your memorized transactions.
4. Click the Memorized Transaction button.
5. Select Edit Memorized Transaction.
6. Choose Automate Transaction Entry.
7. Click OK.

Once completed, I'm confident you don't have to reopen your QuickBooks to post your memorized transactions.

In addition, here's an article you can read to learn more about memorized transactions: Create, Edit, or Delete Memorized Transactions.

Let me know in the comment section below if you have any other questions. I'm always around ready to help.

If that worked, I wouldn't have needed to ask for automatic entry be included in an update.  Yes, the Memorized transaction hits your checking register but only when you reopen QB.  I work out of my home and I can't be the only person who uses QB constantly and keeps it open for weeks at a time. 

I created a memorized transaction set to automatically enter daily. Decided it was unnecessary, and deleted it. 

The problem is...it keeps entering it daily anyway? How do I get it to stop?

Hi @Kellen,

You can repair your QuickBooks Desktop to ensure that your memorized transactions won't automatically be created.

To repair your QuickBooks Desktop, you may follow these steps:

1. Restart your computer to close unnecessary programs interfering with QuickBooks.
2. Back up your QuickBooks company file.
3. Select Start and then Control Panel.
4. Select Programs and Features. If necessary, choose Uninstall a program.
5. Select QuickBooks in the list of programs and choose Uninstall/Change.
6. Select Continue, then Next.
7. Select Repair then Next. Wait for the Repair to complete.
8. Choose Finish. Restart your computer if prompted.

Once this is done, you'll need to download the latest QuickBooks release and thelatest payroll tax table.

That's it! Your memorized transaction won't automatically create.

Feel free to tag me in your comment if you have any other concerns.

You're not the only person. It's annoying that there's not a simple Refresh button on the Memorized List to run them.  How hard can that be to add?

Hello @Pet Lover,

I personally want to let you know that we value your suggestions and opinions as this helps us improve the product we provide to our users.

We're also improving the features of our products for the success of your business.

Don't worry, I'll take note of your suggestion and pass it along to our engineers.

You can visit our Resource Center for articles and tools to help you with your future tasks in QuickBooks Desktop.

Please let me know if you have any other questions or concerns. I'll only be a post away.

So there is not solution?

It must be on the cutting room floor.  The product owner didn't think the use cases through very well.

This is not solved as it is a design flaw.  Why do you have to exit out of a program for it to post a batch of memorized transactions?

i have the radio button for AUTOMATE TRANSACTION ENTRY,  HOW OFTEN: monthly,  Next date...entered it,  Number remaining, i left empty,  days in advance i entered 3

But they are never automatically entered , i have to enter each one when reconciling my bank statements.  What am i doing wrong?

Hello, @hedy.

There are several possible reasons why you're memorized transactions didn't automate. H 

1. You are trying to add items that cannot be memorized in QuickBooks like paychecks, bill payments, time records, sales tax payments, and deposit of payment.
2. Corrupt or damaged QuickBooks data file.
3. Inadequate permission to access the company file.

You can delete and recreate the memorized transactions. This way, we can diagnose if the memorized transaction was corrupted.

In the meantime, let's re-sort your list data. It's possible that it might've been damaged thus causing your memorized transactions not to work. Here's how:

1. Open the Memorized Report List window. 
2. Click the View menu. 
3. Choose Re-sort List. 

Also, you can verify and rebuild your data. It can fix common issues within the program. You can download the latest version from this article: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

Keep in touch with us here if you have other questions or concerns. I'll be here if there's anything else you need. Have a good one.

Hi Hedy,

Two things I think might help:  One, you need to enter a number into the Number Remaining.  Put in 999, and that will give you 999 days before you have to fill that in again.

Two, you probably need to close out of QB and open QB again for the memorized transactions to appear for you to enter.  I don't think they have ever fixed that flaw in the system.

Hope this helps!

I'm right there with you. The language is counter intuitive.  I work from home and leave QB open so I can always have it available as I go through my day. It is time consuming to open every day. If I have to remember that there is a memorized transaction, then it wouldn't actually be memorized.... I'm going to try the Add to My Reminders List option and see if that comes up without closing/reopening. That list of those items I believe is the little clock at the right hand corner of the screen with a flag w/number on it..... Wish me luck! And thanks for asking your question. Much faster than starting from scratch...especially when the answer is "NO"!  

I don't know why the QB "experts" can't understand this question. It is extremely frustrating to have to exit QB, then relaunch it to get the "automatic" entries to post. Can't the experts add a button somewhere, like on the drop-down  in the Memorized Transaction List pop-up that says "Post transactions"?

If you really value our suggestions, why has this post gone on for five years with no action?

Thank you for reaching out to us, @Pilgrim1844.We are committed to providing the best user experience and are constantly looking for ways to improve our software. I'm here to help you out.

As mentioned by my colleague above, there could be several reasons why your memorized transactions did not automate. This may include attempting to add items that cannot be memorized in QuickBooks or having a corrupt or damaged data file. Additionally, insufficient permissions to access the company file can affect the automation process.

To address this issue, we can begin by deleting and recreating the memorized transactions to check for any corruption. Meanwhile, let's re-sort your list data to ensure it does not cause any disruptions to your memorized transactions. Here's how to do it: 

1. Open the Memorized Report List window.
2. Click the View menu.
3. Choose Re-sort List. 

If the issue persists, we'll run the Verify Data and Verify Rebuild tools. It will help identify the issues within a company file and resolve them using Rebuild Data.

If you need further assistance or encounter any challenges, please contact our Support Team by following these steps: 

1. Go to Help, then select QuickBooks Desktop Help.
2. Click on Contact Us.
3. Enter a brief description of your issue, then select Let's talk, and then choose a way to connect.

Alternatively, you can use this link to connect with support outside the product: Contact Support.

If you want to edit or delete a memorized transaction, you can refer to this article:  Create, edit, or delete memorized transactions.

If you have any other questions about posting your memorized transactions, let me know by adding a comment below. 

How do you get a memorized transaction to automatically update the service date

Greetings! I’m thrilled you reached out about automatically updating service dates for your memorized transactions. Let’s work together to set this up so you can focus on what matters most in your business.

QuickBooks Desktop can automatically enter memorized transactions on the specified date, eliminating the need for manual entry each time and reducing the risk of errors. Let me guide you through the process.

1. Go to the Lists in the menu.
2. Select the Memorized Transactions List.
3. Right-click on the transaction you want to modify and choose Edit Memorized Transaction.
4. In the dialog that appears, select the option for Automate Transaction Entry.
5. Fill in the How Often field to determine the frequency of the transaction.
6. Set the Next Date for when you want the transaction to occur.
7. Click OK to save your changes.

I've included a screenshot for visual reference:

Additionally, I'll share these helpful resources you can visit for future help on handling your memorized transactions and reconciling your accounts in QuickBooks Desktop:

• Create, edit, or delete memorized transactions
• Reconcile an account in QBDT

You can always revisit this post if you have more questions or concerns about your memorized transactions. Reply to this post or create a new one. I'm delighted to have been of service.

@Donna10012018 et al, I agree. It is frustrating to see the only way to actually trigger the memorized transactions to enter is by exiting QB and opening it again. What's equally as frustrating is the Intuit staff don't actually read the comments and constantly tell us how to create or edit a memorized transaction. I think you all clearly indicate you have a firm grasp of the operations of memorized transactions and articulated the issue very clearly. Just recently, another Intuit staff member was "thrilled" to tell us yet again how to edit a memorized transaction without actually reading this thread and understanding the issue. I think I speak for us all when I say we would be "thrilled" if Intuit would LISTEN and add a simple "Process Memorized Transactions" option as we have all been requesting for 5 years. I would like to see this go deeper and have QB actually notice when it's time to enter an automatic memorized transaction and pop up a notification box that says that memorized transactions are available for entry (like the one that pops up when starting QB) and give us a chance to enter them. After all, they are automatic, right? Instead, I get constant popup advertisements from Intuit that I have to dismiss. So, I know that Intuit is not opposed to popups. They just don't want to provide useful ones or they would have done it 5 years ago.

So, is everyone ready for the reply from Intuit? It will be someone (or an AI bot) replying how to edit a memorized transaction showing once again their lack of understanding.