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How to get my memorized transactions to automatically enter?

I have added 5 Memorized Transactions - your basic health care, loan payments, etc. Do I still add the payment in the "Enter Bill" area? If not, is there a report that will show these payments or how do I keep track of the payments made?

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Best answer 01-24-2019

Accepted Solutions
Moderator

Re: How to get my memorized transactions to automatically enter?

Welcome and thanks for joining the Community, @Donna10012018.

 

I can help walk you through entering the memorized transactions automatically in QuickBooks Desktop (QBDT).

 

Here's how:

 

1. Go to List menu at the top, then pick Memorized Transactions on the drop-down.
2. Right-click on the transaction you want to automatically enter and choose Edit Memorized Transactions.
3. Select the radio button for Automate Transaction Entry, then fill in the How Often and Next Date fields.
4. Click OK.

 

You can also refer to this article for more information: Create and modify memorized transactions.

 

On the other hand, if those memorized transactions are Checks and directly categorized to an Expense Account, then there is no need to create a Bill or enter it in Pay Bills. But if you recorded these payments under Accounts Payable to a Vendor, then you need to create a Bill and apply the payment.

 

To track the payments made, you can pull up the Vendor Balance Detail report and customize it to show the payment status. Here's how:

 

1. Go to Reports menu at the top, then pick Vendors & Payable and Vendor Balance Detail.
2. Click Customize Report and go to the Display tab.
3. On the Columns field, enter Paid and put a checkmark beside it.
4. Select OK.

 

For your reference, you can also check out this article for further guidance: Customize vendor reports.

 

That's it! Please let me know how it goes by leaving a comment below. I'm always here if you have any additional questions or concerns. Wishing you the best.

View solution in original post

11 Comments
Moderator

Re: How to get my memorized transactions to automatically enter?

Welcome and thanks for joining the Community, @Donna10012018.

 

I can help walk you through entering the memorized transactions automatically in QuickBooks Desktop (QBDT).

 

Here's how:

 

1. Go to List menu at the top, then pick Memorized Transactions on the drop-down.
2. Right-click on the transaction you want to automatically enter and choose Edit Memorized Transactions.
3. Select the radio button for Automate Transaction Entry, then fill in the How Often and Next Date fields.
4. Click OK.

 

You can also refer to this article for more information: Create and modify memorized transactions.

 

On the other hand, if those memorized transactions are Checks and directly categorized to an Expense Account, then there is no need to create a Bill or enter it in Pay Bills. But if you recorded these payments under Accounts Payable to a Vendor, then you need to create a Bill and apply the payment.

 

To track the payments made, you can pull up the Vendor Balance Detail report and customize it to show the payment status. Here's how:

 

1. Go to Reports menu at the top, then pick Vendors & Payable and Vendor Balance Detail.
2. Click Customize Report and go to the Display tab.
3. On the Columns field, enter Paid and put a checkmark beside it.
4. Select OK.

 

For your reference, you can also check out this article for further guidance: Customize vendor reports.

 

That's it! Please let me know how it goes by leaving a comment below. I'm always here if you have any additional questions or concerns. Wishing you the best.

View solution in original post

Not applicable

Re: 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.

Anonymous
Not applicable

Re: How to get my memorized transactions to automatically enter?

Hi there, @srb2.

 

To ensure that I'm on the same page, can you please provide me some details or a specific scenario about the memorized transaction you need to enter? Are you referring to a memorized transaction that'll be created based on the entered due date?

 

Any additional details would be greatly appreciated so I can provide you with the right information. 

 

I'll be on the lookout for your reply to help you further.

Not applicable

Re: How to get my memorized transactions to automatically enter?

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. 

QuickBooks Team

Re: How to get my memorized transactions to automatically enter?

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.

Not applicable

Re: How to get my memorized transactions to automatically enter?

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. 

Anonymous
Not applicable

Re: How to get my memorized transactions to automatically enter?

Hello, srb2.

 

Having your payments to post on your checking account without reopening QuickBooks is unavailable. Memorized transaction feature needs to have a user that select the Enter Checked Now button to complete the process. 


For now, I’ll make sure to take note this way of memorizing transaction and share this to our developers for future updates. 


Please drop by again if you have other questions about QuickBooks. 
 

Not applicable

Re: How to get my memorized transactions to automatically enter?

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?

QuickBooks Team

Re: How to get my memorized transactions to automatically enter?

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.

Not applicable

Re: How to get my memorized transactions to automatically enter?

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?

Highlighted
QuickBooks Team

Re: How to get my memorized transactions to automatically enter?

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.

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