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rgdruiz
Level 1

How do I find the list of new memorized transactions?

on sales transactions, only void or past due transactions come up
1 Comment 1
jamespaul
Moderator

How do I find the list of new memorized transactions?

Hello, rgdruiz.

 

You're on the right track in locating those memorized transactions. Normally, they would show up on the Sales or Expense transactions page. Since they aren't showing up in your end, I'd be glad to assist you in ensuring that they'll appear on your transactions page. 

 

The memorized or recurring transactions rely on the template settings on how they will be handled in QuickBooks. In this case, you'll want to review your template and make sure to set the right settings. 

 

To check the settings: 

 

  1. Click the Gear icon menu, then select Recurring transactions.
  2. Find the template, then click on Edit.
  3. Review the template settings. Check the Type and the Create nth days in advance boxes.
  4. Make any changes if needed.
  5. Click Save template

 

If you need more details about the types of recurring transactions, you can check this article (expand the What type should I pick? section): Create recurring transactions in QuickBooks Online

 

I would also recommend checking the Audit Log report to see if those transactions were already created by the system. Click the Gear icon, then select Audit log

 

Look for the events created by the system (usually indicates the creation of a memorized transaction). 

 

If they were created, go back to the Sales transactions page again, then check the filters. Click the Filter, then set the parameters and the date range. 

 

If not (or if the template is set as Reminders), let's go back to the Recurring Transactions page. Find the template, then click on the arrow icon beside Edit. Select Use to create the transaction. 

 

template1.PNG

 

In the event that you need to create statements for your customers' outstanding balances, I'll include an article that'll guide you through the process: Create and send customer statements in QuickBooks Online

 

If you have any other concerns regarding your memorized or recurring transactions, let me know the details by replying. I'll also help you out if you have questions in running reports, managing expenses and more. 

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