Delete memorized transaction from reminders page

rtully-gustafson · ‎December 10, 2018

I have a memorized transaction on my reminders list that was out of date. I went to the memorized transaction page and deleted it. However, it is still showing up on my reminders page. Now I can't complete it because I deleted it. How do I get rid of it from the reminders?

IntuitDiane · ‎December 10, 2018

Hi there rtully-gustafson,

Thank you for reaching out to us!

Transactions appear in the Reminders page if they were marked to send or print later. Since the memorized transaction has already been deleted, we'll need to remove it from the send/print queue.

Here's how:

Go back to the Reminders page.
Double-click the transaction.
Uncheck the Email Later or Print Later box.
Click Save and Close.

Please let me know if you need further assistance.

View solution in original post

IntuitDiane · ‎December 10, 2018

Hi there rtully-gustafson,

Thank you for reaching out to us!

Transactions appear in the Reminders page if they were marked to send or print later. Since the memorized transaction has already been deleted, we'll need to remove it from the send/print queue.

Here's how:

Go back to the Reminders page.
Double-click the transaction.
Uncheck the Email Later or Print Later box.
Click Save and Close.

Please let me know if you need further assistance.

rtully-gustafson · ‎December 10, 2018

Hi Diane, thank you for the response. The memorized transaction was to create a check. When I double-click on it on the reminders page, it brings me to the memorized transaction list, which no longer contains this transaction as an option. I never actually created the check for me to uncheck the email/print later box. Is there another way that I can do this? Thanks, Rebecca

rtully-gustafson · ‎December 10, 2018

Actually, it looks like it fixed itself now. I appreciate your help!

Murkey · ‎December 10, 2018

I have the same problem. I have deleted some transactions (write check, journal entry, etc) from my Memorized Transactions list, but they still appear in my Reminders list.

When I double-click on the item in my Reminders list, I'm taken to my Memorized Transactions list where, of course, the transaction no longer exists because it was deleted. Any thoughts on how to remove the item from my Reminders list???

office17 · ‎December 10, 2018

I also have reminders for transactions that have been deleted and already entered. I have tried various ways to get rid of the reminders, but they won't go away. Nothing you've mentioned above helps.

bbw-llc · ‎December 10, 2018

I'm not able to remove from print/send queue as the memorized transaction is no longer there. I followed instructions for resetting update, but this did not work either. What else can I do?

IntuitDiane · ‎December 10, 2018

Hey there @Murkey,

Thanks for trying out the steps I suggested above. I'd like to help you further with this.

Let's reset your QuickBooks release updates and make sure it's installed successfully for critical fixes of your QuickBooks desktop.

Here's how:

From the File menu and click Close Company/Logoff.
Click File at the top menu bar and click Exit.
Right-click the QuickBooks Desktop icon on your desktop.
Click Run as administrator.
Make sure you are in the No Company Open screen.
From Help menu, choose Update QuickBooks.
Click Options tab and select the Mark All button then click Save.
Click Update Now.
Click Reset Update then click the Get Updates button.
When the Update Complete message appears, close QuickBooks Desktop.
Open QuickBooks Desktop. If you get the message to Install update, click Yes.
When the Installation is complete, Restart your computer.

Please click also the link for more details about installing QuickBooks updates: https://community.intuit.com/articles/1501562

Please keep me posted how it goes after trying the troubleshooting steps. I’d still be here to help you to the best I can.

por · ‎December 10, 2018

I have a similar problem and have don the above update but that did not fix it. I have a memorized transaction reminder for a journal entry that has been deleted but keeps popping up as a reminder. I have tried accepting the transaction to get rid of it but when it tries to post I see this: "The memorized transaction named "..." is invalid and cannot be recorded." Any thoughts on how to fix this error?

IntuitDiane · ‎December 10, 2018

Hello there @por ,

I have the trouble shooting steps for your concern and let's get this working for you.

Let's check the name, sales tax options and debits and credits on the transaction and verify if the information is correct:

1. Click on List, then Memorized Transaction List.
2. Double click on the memorized transaction to open the transaction window.
3. Verify the following:
         -The name on the transaction.
         -The transaction is in balance and the sales tax is correct.
          -If the transaction is an invoice or estimate, ensure the box titled To Be Emailed is unchecked.
4. Test the transaction by clicking Save & Close to validate that the error is resolved and completes successfully.

If the error persists after completing the above steps, delete the transaction that is causing the error and replace it with a newly created memorized transaction. You can also refer to this article with instructions on how to do it: <a rel="nofollow" target="_blank" href="http://support.quickbooks.intuit.com/support/pages/inproducthelp/Core/QB2K12/ContentPackage/Core/Tra...>

Let's try those couple things, and let me know how it goes.

valerie-0917 · ‎December 10, 2018

Hello Diane
I think you're missing the problem. We can't edit or delete the memorized transaction from the memorized transaction list because it has already been deleted from there. BUT, the transaction(s) was previously sent to the cue to be entered. The only option QB allows is to either select the transaction to be entered or skipped. I can't right click and go back to the transaction; my version doesn't allow it, but even it if did I'd have the same problem as @por since the transaction is no longer in the memorized transactions list. The only solution I see is to enter each one and then delete it. This will be very time consuming. We left the automated entry function on over the summer and have over 200 invoices in the cue that need to be deleted. We've already deleted or edited the transactions from the memorized list, but need to remove them from the cue.
We sincerely appreciate your help.
Valerie

bigacallahan · ‎December 10, 2018

Hi Valerie, did you ever get this resolved? I'm having your exact problem but not finding a way to make it go away! Annoying. Thank you

anne6 · ‎December 10, 2018

Not sure if you figured this out or not yet. I had the same problem. I went in and created a fake transaction for the same vendor for $1, and saved it as a memorized transaction. I then exited the quickbooks file and then opened it back up to trigger the memorized transactions pop up. Then I hit enter all. I then deleted the transaction from the 'enter bills' screen, and then deleted the memorized transaction from the list itself and voila, problem was solved. I hope this helps.

Smiths1934 · ‎April 24, 2019

I am having this same issue with 2 memorized transactions. I had one memorized transaction selected for Auto entry. Then I deleted and when that didn't work created a fake transaction, was notified it was a duplicate transaction and did I want to replace it. I selected yes hoping that would give me something to work with. Now I have 2 transactions that pop up as a reminder every time I log on and I can't get rid of them.

PreciousB · ‎April 24, 2019

Thanks for trying some steps to resolve your concern, Smiths1934.

I'm here to help delete the memorized transactions.

When there's an unexpected result in QuickBooks Desktop, we always recommend updating it to the latest release. Then, let's run a verify/rebuild to fix any potential data issue. Please follow the steps I've laid out below:

To update QuickBooks:

Click Help at the top menu bar, then choose Update QuickBooks.
Choose Update Now at the top.
Select the updates on the table
Click box next to Reset Update.
Choose Get Updates.

To Verify:

Click File at the top menu.
Go to Utilities then select Verify.

To Rebuild:

Click File at the top menu.
Go to Utilities then select Rebuild.

Once done, delete the memorized transactions.

Here's how:

Choose Lists at the top menu bar, then select Memorized Transaction List.
Right-click the transaction, then choose Delete Memorized Transaction.
Select OK.

These troubleshooting steps should get you back on track. I'd appreciate if you can update me on how it goes. I'll be here and ready to help anytime. Have a good one.

daccharlotte · ‎June 11, 2019

Doing the update, then closing and reopening QuickBooks did get rid of the unwanted items in "memorized transactions due" folder for me - Thank you!

PreciousB · ‎June 11, 2019

Welcome to the Community, daccharlotte.

Thanks for tying the recommended troubleshooting.

Since you've already tried the steps on this thread, let's try repairing QuickBooks. This can help us resolve any performance issues while using the software. Here's how:

Restart your computer to close unnecessary programs interfering with QuickBooks.
Back up your QuickBooks company file.
On your keyboard, press Windows + E to open the Computer window.
Note: In Windows 10, 8.1 and 8, click the Computer tab.
Choose Programs and Features, then Uninstall a program.
Click your version of QuickBooks Desktop and select Uninstall/Change.
Choose Continue and Next.
Select Repair and Next. Wait for the Repair to complete.
Choose Finish, then restart your computer if prompted.
Lastly, download the latest QuickBooks release when opening QuickBooks.

Once done, try deleting the memorized transactions once more (follow the steps above).

That should get you back on track.

Let me know the result after performing the steps above. I'll jump right back in to assist if you need anything else. Best regards.

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Delete memorized transaction from reminders page