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Active Member

How to delete memorized transactions that do not need to be entered for prior periods?

A memorized transaction for a bi-weekly invoice was created.  I am not sure when it was created what date was  put on the invoice but it generated transactions for all of 2017 that keep popping up on the reminder screen when I open QB saying I have 27 transactions to enter now.  I do not want to enter them and can figure out no way to delete them without actually creating and then going in and deleting each one?!  Help...

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Best answer 12-10-2018

Accepted Solutions
Established Community Backer ***

"but it generated transactions for all of 2017 that keep...

"but it generated transactions for all of 2017 that keep popping up on the reminder screen when I open QB saying I have 27 transactions to enter now.  I do not want to enter them and can figure out no way to delete them without actually creating and then going in and deleting each one?!"

Think of Memorized Transactions as "recipes." They Don't Exist, but you told the system What to do and when and how.

You set your for Automatic = ask my permission.

So, click "Not Now = Later."

Now open the Lists menu > Memorized Transactions List. Here they are.

Right-click one to Edit the instructions, such as Reset the schedule, or change it to Do Not Remind Me, to leave it on the list for manual needs.

Or, Right-click and Delete it = remove it from here, entirely.

To use them Manually you would Double-click it to Trigger it.


22 Comments
Established Community Backer ***

"but it generated transactions for all of 2017 that keep...

"but it generated transactions for all of 2017 that keep popping up on the reminder screen when I open QB saying I have 27 transactions to enter now.  I do not want to enter them and can figure out no way to delete them without actually creating and then going in and deleting each one?!"

Think of Memorized Transactions as "recipes." They Don't Exist, but you told the system What to do and when and how.

You set your for Automatic = ask my permission.

So, click "Not Now = Later."

Now open the Lists menu > Memorized Transactions List. Here they are.

Right-click one to Edit the instructions, such as Reset the schedule, or change it to Do Not Remind Me, to leave it on the list for manual needs.

Or, Right-click and Delete it = remove it from here, entirely.

To use them Manually you would Double-click it to Trigger it.


Experienced Member

How do I delete old memorized transactions that come up a...

How do I delete old memorized transactions that come up as part of the Enter Memorized Transactions dialogue that appears immediately after opening a company file?  Some of them are two years old and I can't edit them or turn them off.  I can uncheck the enter now box, but there is no place to edit them out of the opening dialogue.
Established Community Backer ***

@terrythehealthnu "that come up as part of the Enter Memo...

@terrythehealthnu
"that come up as part of the Enter Memorized Transactions dialogue"
That means they do not yet Exist. There is nothing created yet to Delete. Open the Memorized Transactions list, single-click one, Edit it to reschedule it or Delete it from this list. These are the Instructions.
Not applicable

I do not want to delete a transaction, I want to remove t...

I do not want to delete a transaction, I want to remove the reminder from the Enter Memorized Transaction prompt when the company file is opened.  The actual Memorized Transaction List that I can edit after startup has already been modified to reschedule the transactions, but these old prompts continue to appear.  I want to delete the prompt, not a nonexistent transaction.
Not applicable

Was there ever a solution for deleting the reminders list...

Was there ever a solution for deleting the reminders list/old prompts when QB is open?  I'm having the same issue.  The memorized transaction does exactly what I want it to do so I don't want to delete it, but I have reminders from 7 weeks that I want to remove from the prompt list.  
Established Community Backer ***

"but I have reminders from 7 weeks that I want to remove...

"but I have reminders from 7 weeks that I want to remove from the prompt list."
Open the Memorized Transactions list and EDIT them and reschedule them.
Not applicable

Edit the transaction to what exactly?  I have multiple tr...

Edit the transaction to what exactly?  I have multiple transactions included in a group, and the group is scheduled.  And one customer's billing transaction couldn't be recorded because they were not enrolled yet in our child care.  So I don't want to edit or reschedule the whole group, because it does what I want it to do.  I just want to delete the past reminders.  
Active Member

I am running into the same problem.  I adjusted a memoriz...

I am running into the same problem.  I adjusted a memorized group to go on Sept 1, 2018 but it still comes up on startup as wanting to enter the group on August 1st.  How do I remove the prompt at start up.   And yes, I did try to change the memorized transaction to enter manually but that didn't change the prompt at startup .  It seems that once the transaction is set to go there's no stopping it...I really don't want to say yes to the prompt and then remove each transaction that it created from the books.  There must be another way to remove the prompt.
Established Community Backer ***

You Edit either the Group or, individual transactions to...

You Edit either the Group or, individual transactions to Change their Schedule, to change them from/to Automatic, etc. This is not changing the Transaction; it's changing what the Memorized Transaction List is supposed to do about it. If you have something that is Not to be created, in a Group, Edit that One and Remove the checkmark to remove it from the Group. Don't leave it in the Group and intend to Not have that Group Thing happen to it.

Changing to Manual, but leaving a Historic Date, means you still get a Pop up. One is Reminder and the Automatic = Permission pop up. Different Pop ups.
Active Member

Which is exactly what I did...I edited the group to Septe...

Which is exactly what I did...I edited the group to September 1st and I am still getting August 1st.  There doesn't seem to be a way to remove the history without deleting the group.  I tried every option under Edit Group and I still get the pop up...."add to my reminders list" - still get the pop up, "do not remind me" - still get the pop up, "automate transaction entry" with "09/01/2018" as the "next date" and still get the pop up...
Established Community Backer ***

"I edited the group to September 1st and I am still getti...

"I edited the group to September 1st and I am still getting August 1st.  There doesn't seem to be a way to remove the history without deleting the group."

Don't Delete the Group. Open that List and look at the little handles on the left = This is a Basic List Management task.

Make  a New Group. Click and drag them into the New Group. Now delete your Old Group.

"I tried every option under Edit Group and I still get the pop up...."add to my reminders list" - still get the pop up, "do not remind me" - still get the pop up, "automate transaction entry" with "09/01/2018" as the "next date" and still get the pop up..."

Things get corrupt, especially across years of updates. Make a New Group and slide everything there.
Established Community Backer ***

"I do not want to delete a transaction, I want to remove...

"I do not want to delete a transaction, I want to remove the reminder from the Enter Memorized Transaction prompt when the company file is opened."

Yes, I understand this. I use the functions for 84 entries every month, and about 3 dozen at year end.

"The actual Memorized Transaction List that I can edit after startup has already been modified to reschedule the transactions, but these old prompts continue to appear."

Then perhaps something is corrupt in your file. Edit the transactions to confirm their settings because that is the Only place this is controlled. You set it for Remind Me, or Automatic (nearly all of mine are Automatic, which means it asks my  Permission), or Do Not Remind Me.

Confirm the setting, in the list, and/or edit them to examine them.

"I want to delete the prompt, not a nonexistent transaction."

Yes, I understand this.

Have you tried File menu > Utilities, Rebuild this file?

Then, Delete the entry in the List will remove the Instructions entirely. Or;

Edit the entry in the List = change its behavior.


Active Member

Re: "I do not want to delete a transaction, I want to remove...

Same problem and this is what i did to fix it....

 

In memorized transactions list select the item that you want to stop giving you the reminders on your pop up. Edit the reminder and choose "Do not remind me".  Then setup a new memorized transaction like you want it to be set up. you will be asked if you want to replace the existing one or add a new one. I just added a new one. The old one just remains in your list but as inactive because it till be listed as "Never" in the frequency column.

Established Community Backer ***

Re: "I do not want to delete a transaction, I want to remove...

If you put yours in a Group, you cannot individually change the setting for any one transaction. You have to Remove it from the Group. You Edit the transaction in the List to Change its settings. You Double-click one to Update and change what it Looks Like. These are two completely different functions. You don't Group them, if they are not all supposed to "happen the same way." They can be memorized for different Amounts and details, not different Dates or Frequency, because the Group is taking control over the settings.

Active Member

Re: You Edit either the Group or, individual transactions to...

I am faced with this same issue and after much research and already deleting the memorized transaction, there seems to be no ansser and I plan to click "add now" the next time I open qb and then just delete whatever pops up.

 

QuickBooks Team

Re: You Edit either the Group or, individual transactions to...

Hello there, M_406.

 

As what qbteach mentioned, you still get a pop up when you leave a historic date. Though, you can always choose the Do Not Remind Me option. Here's how:

  1. Click Lists, then go to Memorized Transaction List.
  2. Right-click a memorized transaction, then choose Edit Memorized Transaction.
  3. Choose Do Not Remind Me.
  4. Click OK

If you have more questions, you can always leave a comment below. 

Active Member

Re: "but it generated transactions for all of 2017 that keep...

Everyone keeps telling us how to turn off reminders for memorized transactions, but this only seems to affect future reminders. The problem I think most of us are having is that we already had some reminders come up before we switched the setting to "Do Not Remind Me" and they just stay in that list with no way to delete them except to accept and let them be added as transactions. This is not an option since I have 300 transactions that I DO NOT want to add and then have to delete one at a time... There must be a way to clear the reminder list that pops up when Quickbooks starts up... I also do not want to disable the reminders because I do have some transactions that I still want to receive reminders for and enter every month.

QuickBooks Team

Re: "but it generated transactions for all of 2017 that keep...

Hello there, @Irandolph.


I appreciate you switching the setting to prevent future memorized transactions from showing under the Reminders window.


At this time, there is no other way to clear the list that pops up during QuickBooks startup. I’m taking note of this and passing it along here on my end. 


In the meantime, I recommend performing the other workarounds shared by one of our Community Backers above. For more information, check out this article: Create, edit, or delete memorized transactions.


That should do it. Leave a comment below if you need anything else. I’m always here to help. Take care!

Frequent Contributor *

Re: "but it generated transactions for all of 2017 that keep...

I, too had this problem.  A memorized transaction that is an auto-pay at the bank, was properly entered =manually=, meaning I selected it from the MTL and told it to be entered, and it correctly sequenced to the next monthly entry date.   (Date can vary a day or two, which is why I use manual entry for it.)  After that, whenever I opened that company, I got the Enter Memorized Transactions list with this one entry on it, dated back to the May entry.  This transaction worked correctly for several years before the beginning of May.  It's a standalone transaction, not part of any group.   The =only= way for me to get rid of the notice was to delete the transaction and reenter it.  A small PITA, compared to others that have many transactions that keep piling up.  A =real= PITA for me is the inability to fully edit a memorized transaction, so I can not only change the date, reminder setting, etc., but to be able to change the dollar amount of the transaction.  Sometimes transaction amounts change (a monthly investment dividend deposit, a rate increase for insurance, etc.) and it'd be much handier to be able to simply edit the dollar amount rather than delete and recreate the transaction.  Hell, you could even have a selection for a one-time change or a permanent change, as part of the edit menu.

QuickBooks Team

Re: "but it generated transactions for all of 2017 that keep...

Hello @KnoxFarm,

 

I personally want to thank you for sharing the resolution you've tried on your end. It'll absolutely help other users like you who encountered the same error you have.

 

In addition, you can also delete and recreate your memorized transaction if you'll encounter the same error in the future.

 

As always, you can visit our Help Articles page for QuickBooks Desktop if in case you need to learn some "How do I" steps.

 

If there's anything else I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

Frequent Contributor *

Re: "but it generated transactions for all of 2017 that keep...

Thanks, Jonpril, but it still doesn't alleviate the problems that others are having with many, MANY more entries that would have to =individually= be deleted and recreated.  Intuit doesn't pay their salaries and, for some, this could be an all-day job, it sounds like, and that's a lost day of production.  Even those with only a few entries, lose productive time by having to fix these kinds of things.  It's the little piss-ant stuff like this that's probably more frustrating than larger problems because the BIG stuff gets fixed quickly, but these little things can hang around for literally YEARS.

 

Community Contributor **

Re: "but it generated transactions for all of 2017 that keep...

No one seems to be answering your question. I had the same problem and I think I finally have it fixed. Go to preferences - Reminders - Company Preferences - the 11th item down is Memorized transactions due. click on don't remind me. This will stop that pop-up reminder with the 300+ invoices it wants to generate.