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Level 7
December 11, 2018
Solved

How do I delete or edit a memorized transaction?

  • December 11, 2018
  • 4 replies
  • 6 views
When I try to delete a memorized transaction, it is greyed out in the Edit menu.  When I try to edit it, I cannot edit the amount or the split.
Best answer by SkinnyRaven
Lists>memorized transactions, select the transaction in question, then use edit>delete memorized transaction.

4 replies

Level 6
December 11, 2018
Lists>memorized transactions, select the transaction in question, then use edit>delete memorized transaction.
Level 7
December 11, 2018
The "delete memorized transaction" button is greyed out.  It will not let me delete it.
Level 6
December 11, 2018
Here is a work around from an older thread, however if you did not see the popup on your first attempt to re memorize the transaction go to quickbooks>preferences>data entry and reset one time messages before you try anything else.


Try writing a check to the same credit card company you used for the CC Refund transaction (for example the transaction name might be American Express).  You don’t have to enter anything else.  Then memorize the check.  QB will say that transaction name is already on the list and asks if you want to replace it.  Click replace.  The transaction type should now be changed to “Check”.  If so, you can now delete the transaction.  It’s a goofy method, but it worked for my purposes. 

December 11, 2018
Thank you! this problem has been driving nuts. Your answer is the first one I've found this helpful
December 11, 2018
if you want to edit it, open the transaction and make the changes.  then go to Edit > Memorize Transaction and QB will ask if you want to create a new one or change the old one.

If this answers your question please recommend it.
Level 7
December 11, 2018
OK I did that but QB never asked if I wanted to create new or change the old.  Now I have two memorized transactions and I cannot delete either one of them.
Level 6
December 11, 2018
Confirm your login privileges and that you are in single user mode.
Level 7
December 11, 2018
Yes I am