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.
Thanks for joining in on the thread, cuttingedgetraining.
You still need to right-click on the memorized transaction you want to delete. Thus, giving you the Delete Memorized Transaction option to delete it. You can check out the screenshot below for a clearer view.
Let me know if you need more help with this.
Hello there, @lsimon.
Thank you for joining in the Community. I'd be happy to help and walk you through in editing the amount of a memorized transaction.
To save the changes, you need to replace the transaction.
Make sure not to save and close the transaction until you're ready to post it.
I'm adding this article for future reference: QuickBooks Desktop for Mac 2019 User’s Guide.
Also, if you need to reach out for more help, our phone agents will be able to help you get to a resolution quickly.
This will guide you update the amount of the memorized transaction.
I'm just a post away if you should have any questions about memorized transactions. I'll be happy to help you out.
Spot on! The only way to delete (Not EDIT) a memorized transaction on QB for Mac is to select the invoice and hit Command D. Thank you so much for this tip!