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JPM00
Level 2

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

Thank you for your response, but this does not resolve the issue.  Simply blocking reminders via Preferences, blocks ALL reminders, which is not the idea.  I had previously already changed the dates for the transactions in individual memorized transactions from the memorized transactions list.  This also does NOT remove prior date Reminders.

 

I have resolved the issue, but the only manner in which it appears that this can be done is by deleting the existing/current (generating prior date reminders)  and then recreating the Memorized Transaction.

 

This is not an ideal option, but it does create the desired outcome. 

 

Poor software design.  The change of date suggested should work, but it does not.

swells1872
Level 1

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

Thanks Kristine, this solution worked.  For those still trying to clear the Memorized Transaction List, be sure to check the "Do Not Remind Me" button in the edit of each memorized trandaction.

Dgin1163
Level 1

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

I have this same problem and have been using this since 2006. I have entries in there from 2012. I have 739 of them to be exact! Quickbooks need to put in a button that you can select them and hit delete.  Simple fix Quickbooks,  get on it.!!!!!  This is ridiculous!

MariaSoledadG
QuickBooks Team

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

Hi Dgin1163,

 

We want to ensure that you'll be able to delete your older entries in QuickBooks Desktop. 

 

I'll be sending feedback on your behalf straight to our developers for consideration of this option. This will let them know what features would be beneficial for you and your business. 

 

In the meantime, you might want to consider the options given by my colleagues on this thread as an alternative.

 

Here's an article that will give you more information: Create, Edit, or Delete Memorized Transactions.

 

Let us know if there's anything else you need. We're always here to help.

kdyjr
Level 1

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

I have multiple clients that have called about this over and over for a long time.  Ultimately, I instruct them that there is no way to resolve the matter and that we have to Accept the memorized transactions, then delete them from QB.  Since the nature of recurring transaction is repetitive, it's usually pretty easy to isolate the transaction with a transaction report that is moderately filtered, then work that transaction list by clicking into the transaction, Ctrl-D (to delete the txn), esc back out to the list, and do it again.  It goes pretty quick but is maddening because it should not have to be this way.

 

magvel004
Level 1

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

PLEASE COME UP WITH A SOLUTION TO THIS PROBLEM. It is really annoying not being able to delete a batch of old pending memorized trxs to be "entered" when there is NO NEED to enter them for whatever reason.  Not interested in deleting the current reminder... only the OLD ones. 

sherman5422
Level 1

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

Time intensive, but will produce the required results.

Background:

QuickBooks client is an apartment complex with 100 units.  The 100 were units were setup in a group memorized transaction to enter rent invoices each month.  The bookkeeper manually entered invoices for a few months instead of using the group.

Problem:

Prior months memorized transactions are asking to post, but the bookkeeper has already manually entered these transactions.

Solution:

Renamed the old memorized transaction group to Rent Old.

Created a new memorized transaction group called Rent New.

Used the Rent Old memorized transaction one last time for a future date (I used a future date so I could easily produce a list of the memorized invoices).

Pulled up a report containing the Rent Old transactions created above.

Opened transactions one at a time from the report, and clicked Memorize and saved under the Rent New group.  I did this for all 100 future dated invoices.

Deleted each memorized transactions under the Rent Old group.

Deleted the Rent Old group.

Took about 20 minutes to complete.

 

DWA206
Level 1

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

Any news on a fix for this?  I too have old entries from prior years that simply didn't need to be entered for one reason or another and I can't get rid of them.  The list has grown over the years and trying to allow them to be entered and then manually deleted is an extremely time consuming work around.  Turning off reminders also isn't ideal, since I need reminders for future transactions, and only want the old transaction reminder turned off.

sffog
Level 1

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

This same thing happened to me, and I tried all of the suggestions about modifying the memorized transactions and none of that worked. 

 

Go to File/Utilities/Rebuild data. - Be sure to make a backup. 

 

Mine encountered one error, but when closed and restarted the company file all of the old memorized transaction reminders were gone on startup.

Winsumlusom
Level 1

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

Really! How hard is it to simply include a third button in the 'Enter Memorized Transactions' popup window to 'Select and Delete' memorized transactions that sit in the queue to be entered but are no longer timely or needed??

I don't want to 'Enter Checked Now'...nor do I want to 'Enter All Later'! I want them gone! I have already edited the memorized form and Group and processed the current transactions, but these are old dates that are past their expiration. They need to go. I am up to 666 and counting. 

JonpriL
Moderator

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

I wish I could make it better, @Winsumlusom.

 

As of the moment, there isn't an integrated way to delete memorized transactions once they appear on your list of reminders. With this, let's consider manually deleting them directly on your list of memorized transactions.

 

While the option is not available, I'd recommend letting our product developers know about your request by following the steps below:

 

  1. Go to Help.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.
  4. Enter a few words describing your request in the Here is my suggestion: field.
  5. Select Send Feedback.
  6. Click Close Window.

 

Also, here's a couple of articles you can read helpful in keeping you up-to-date with the latest improvements and enhancements: 

 

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.

Thedale
Level 1

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

Did Qbooks ever make a way to delete memorized transactions that were not needed?  I have some payables that were paid but not entered from memorizes transactions. I need to delete them. 

ChristieAnn
QuickBooks Team

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

Hi there, Thedale.

 

Thank you for visiting the QuickBooks Community. I'll be sharing details on how memorized transactions work in QuickBooks. Then, ensure you'll be able to delete some payables entries.

 

For now, QuickBooks Desktop won't make a way to delete memorized transactions that were not needed. This is because every transaction entered in QuickBooks is essential and to avoid any inaccurate issue with your data. However, you'll have the option to manually delete memorized entries on the  Memorized Transaction List.

 

Here's how:

 

  1. Click the Lists menu at the top.
  2.  Choose Memorized Transaction List.
  3. Select the transaction you want to delete.
  4. Click the Memorized Transaction drop-down and select Delete Memorized Transaction.
  5. Select OK.

 

For further details, you may open this article: Create, edit, or delete memorized transactions.

 

On the other hand, to delete some payables that were paid that are not entered from memorized transactions, you can go to the Vendor Center. From there, you'll have the option to delete bills and payments or any payable entries. Please follow the steps below.

 

  1. Click the Vendors menu at the top.
  2. Choose Vendor Center.
  3. Find the specific vendor and click it to show all the associated transactions.
  4. Find the bills/payments and delete them.

 

You may refer to this article to view various details on how Accounts Payable works in QuickBooks Desktop and how it affects your data: Accounts Payable workflows in QuickBooks Desktop.

 

Please let me know if you have other concerns about managing your transactions by leaving a comment below. I'd be glad to answer should you have any follow-up questions. Take care and have a great rest of the day.

Debstarr
Level 1

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

Didn't work for me, still have a list of 150 invoices already entered but QB wants to enter them again.  Frustrated!

MLasseter
Level 1

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

Same :-(

jamespaul
Moderator

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

Hello, MLasseter.

 

What specific issues do you have regarding the memorized transactions? Did they generate automatically with prior dates? Or Are there any issues regarding how QuickBooks handles them? 

 

More details would definitely help me fix the issues you're having in QuickBooks. 

 

Looking forward to your reply. 

Lstein4263
Level 1

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

Already deleted from list, why do they keep recurring 

ChristineJoieR
QuickBooks Team

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

Thanks for chiming in the thread, @Lstein4263.

 

I also appreciate you for doing a great job of deleting recurring transactions. I'm here to share these troubleshooting steps to help you resolve the error within your company file.

 

If you run the Verify and Rebuild utilities, they scan your company file for potential data problems and fix them in QuickBooks Desktop.

 

Here's how to do it:

 

  1. Select File, then select Utilities.
  2. Press on Verify Data.
  3. Hit on OK to close all windows if you see Your data has failed the integrity check. You need to rebuild your data.

 

After that, proceed with verifying the data:

 

  1. Select File, and tap the utility button.
  2. Press on Rebuild Data, then choose OK to close all windows.
  3. QuickBooks will ask you to make a backup before rebuilding your company file and selecting OK
  4. Hit OK.

 

Also, I suggest calling our support team if the issue continues to ruin your task for today. Please follow the steps below:

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help/Contact Us.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Continue.
  5. Follow the steps and tap to chat with us, or Have us call you.

 

I'm also adding this article to view different information o how to pay your bills online that helps businesses manage their cash flow: Pay bills online from QuickBooks Desktop.

 

I've got your back if you have more questions about managing transactions in QBDT. I'd love to hear from you in the comment section. Take care, and enjoy the rest of the day.

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