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Teresa CLB
Level 1

Memorized Transactions

I created a memorized transaction for our monthly room and board.  This is about 100 invoices.

I do an EFT to get payment for these invoices.

Can I do a memorized transaction to do the receipts for these invoices?  Or do I have to 

do a receipt for every single invoice?

We use Treasury software to get the payments.  So the invoices need to be paid in Quickbooks before it will

show up in Treasury.

Thank you

1 Comment 1
MarkAngeloG
QuickBooks Team

Memorized Transactions

Hi there, Teresa

 

Let me guide you in handling your invoice transactions from your third-party software. You'll need to manually record the payment transaction in QuickBooks Desktop since you're using third-party software. 

 

Furthermore, you can reach out to your third-party software to check if it can integrate with QuickBooks to record automatically or sync payments made through the software.

 

While managing invoices in QuickBooks Desktop, you can also learn how to customize them to personalize the looks of the invoices you send to your customers.

 

If you have further questions about handling invoices in QuickBooks Desktop, feel free to reply below. We're always here to support you and ensure your needs are met.

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