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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.
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Best answer 12-10-2018

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Established Community Backer ***

Lists>memorized transactions, select the transaction in q...

Lists>memorized transactions, select the transaction in question, then use edit>delete memorized transaction.
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Established Community Backer ***

Lists>memorized transactions, select the transaction in q...

Lists>memorized transactions, select the transaction in question, then use edit>delete memorized transaction.
Not applicable

The "delete memorized transaction" button is greyed out....

The "delete memorized transaction" button is greyed out.  It will not let me delete it.
Established Community Backer ***

Here is a work around from an older thread, however if yo...

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. 

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Thank you! this problem has been driving nuts. Your answe...

Thank you! this problem has been driving nuts. Your answer is the first one I've found this helpful
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if you want to edit it, open the transaction and make the...

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.
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OK I did that but QB never asked if I wanted to create ne...

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.
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oy...you're on a mac.  mac might be different.  try openi...

oy...you're on a mac.  mac might be different.  try opening the memorized transaction list.  if there is an Edit button at the top, click and delete the transaction.
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There is an Edit button but the "delete" function is grey...

There is an Edit button but the "delete" function is greyed out, i.e., I cannot use it.
Established Community Backer ***

Confirm your login privileges and that you are in single...

Confirm your login privileges and that you are in single user mode.
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Yes I am

Yes I am
Established Community Backer ***

Is this by any chance a credit card transaction?

Is this by any chance a credit card transaction?
Not applicable

yes

yes
Active Member

Re: Lists>memorized transactions, select the transaction in q...

I have Desktop ProPlus 2017 and there are no edit options so that I can delete memorized transactions.  How do I delete?

Moderator

Re: Lists>memorized transactions, select the transaction in q...

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.

Capture.JPG

Experienced Member

Re: Lists>memorized transactions, select the transaction in q...

Did you learn how to edit the dollar amount on a Mac in Memorized Transactions if the amount has changed?

Moderator

Re: Lists>memorized transactions, select the transaction in q...

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.

 

Here's how:

  1. Choose Lists.
  2. Select Memorized Transactions
  3. Double-click the transaction.
  4. Change the amount.
  5. Click Memorize.
  6. On the pop-up message, select Replace.

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.

 

Here's how: 

  1. Go to https://help.quickbooks.intuit.com/en_US/contact.
  2. At the top right, select your QuickBooks version.
  3. Select a topic.
  4. Click on the Get Phone Number button.

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. 

Active Member

Re: oy...you're on a mac. mac might be different. try openi...

Use Command + D in QB 2019 for Mac

Experienced Member

Re: oy...you're on a mac. mac might be different. try openi...

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!