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

"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.

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.

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.

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.

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. 

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.

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!

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.

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.

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.

I cannot speak for the user that asked the question, but I do NOT want to PERMANENTLY DELETE the memorized transaction.  In fact, I DO want QB to remind me of FUTURE transactions, I simply don't want those that have otherwise been accounted for to continue to show with reminders that are well past due and no longer relevant.  Please advise.

Hi there, @Allied3.

Thanks for joining the Community today. I'm here to help share some information about the reminder's list layout in QuickBooks Desktop.

If you wanted to remove the past due transaction from showing up on your reminders list, you have the option to toggle back the correct set up of your list on your Preferences. You can also change the correct due date so it will show up all the upcoming transactions.

To do that:

1. Click on Edit at the top menu bar.
2. Select on Preferences.
3. Click on Reminders.
4. Choose Company Preferences.
5. From there you can select your desired option. (Show Summary will give you the option to group the reminders, while Show List will give you the option to separate it).
6. Click on OK.

Here's an article that you can check out about creating a schedule in QuickBooks for transactions for your future reference: Create and modify memorized transactions.

However, if you're referring to something else, please don't hesitate to let me know. I'll be around to provide further assistance. Have a good one!