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lindak1119
Level 7
Dec 11, 2018 1:14 AM UTC
Solved

How do I delete or edit a memorized transaction?

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.
SkinnyRavenAnswer
Level 6
Dec 11, 2018 1:14 AM UTC
Lists>memorized transactions, select the transaction in question, then use edit>delete memorized transaction.
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22 replies

SkinnyRavenAnswer
Level 6
Dec 11, 2018 1:14 AM UTC
Lists>memorized transactions, select the transaction in question, then use edit>delete memorized transaction.
    lindak1119Author
    Level 7
    Dec 11, 2018 1:14 AM UTC
    The "delete memorized transaction" button is greyed out.  It will not let me delete it.
    SkinnyRaven
    Level 6
    Dec 11, 2018 1:14 AM UTC
    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. 

    deb5
    Dec 11, 2018 1:14 AM UTC
    Thank you! this problem has been driving nuts. Your answer is the first one I've found this helpful
    Anonymous
    Dec 11, 2018 1:14 AM UTC
    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.
    lindak1119Author
    Level 7
    Dec 11, 2018 1:14 AM UTC
    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.
    SkinnyRaven
    Level 6
    Dec 11, 2018 1:14 AM UTC
    Confirm your login privileges and that you are in single user mode.
    lindak1119Author
    Level 7
    Dec 11, 2018 1:14 AM UTC
    Yes I am
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