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Level 1

Where do I find Memorized Transactions in the online version of Quickbooks?

 
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QuickBooks Team

Where do I find Memorized Transactions in the online version of Quickbooks?

Hi there, scott10

 

Good to see you here in QuickBooks Community. Allow me to help and addressed your concern about Memorized Transaction in QuickBooks Onine (QBO). 

 

The memorized transaction is only available in QuickBooks Desktop. However, if you're using QBO Essentials and Plus, you have  the option to set recurring transactions for customers and vendors (such as checks, bills, invoices, sales receipts, estimates, etc). 

 

To create a recurring template, here's how: 

  1. Select the Gear Icon
  2. Under Lists, select Recurring Transactions.
  3. Click New
  4. Select the type of transaction to create, and select OK.
  5. Enter a Template name
  6. Choose a Type — Scheduled, unscheduled or reminder.
  7. Enter the necessary information.
  8. Once done, select Save Template

For additional reference, you can check this article for the details on how to create templates for recurring transactions.

 

If you need further assistance with the steps from our live support, you can contact them through this link: Get help with QuickBooks Online.

 

That's it! Please know that I'm just a post away if you have any other concerns about recurring transaction on QBO. I'm always here to help you out. 

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Level 1

Where do I find Memorized Transactions in the online version of Quickbooks?

I was really hoping memorized sales receipts were in QBO.

 

I'm recording sales receipts for a monthly subscription service.  New clients appear each month and existing clients also drop the service.  Over time, the memorized transaction approach will result in a bunch of sales receipts generated for clients that have dropped the service. 

 

The ideal scenario for me would be:

1) I see a payment has arrived via the feed from the bank.

2) I enter the name of the client in the sales receipt field and all the other information is auto-filled.

 

Any suggestions?

 

Highlighted
Moderator

Where do I find Memorized Transactions in the online version of Quickbooks?

Nice to have you in the Community, EdStanfield.

 

Memorized transaction is unavailable in QuickBooks Online (QBO) . You have the option to set a recurring transaction for your customers and vendors. You can do to this for any transactions except bill payments, customer payments, and time activities.

 

I'll show you how:

  1. Go to the Gear icon.
  2. Under Lists, choose Recurring transactions.
  3. Click New.
  4. Click the drop-down and select the transaction type , then click OK.
  5. Enter a Template name.
  6. Select a Type - Scheduled, Reminder or Unscheduled.
  7. Fill out the necessary information.
  8. Click Save template.

I added an article about recurring transactions for your reference.

 

You can leave a comment  below if you need more help.

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