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Memorize recurring charges in QuickBooks Desktop for Mac

SOLVEDby QuickBooksQuickBooks Desktop for MacUpdated over 1 year ago

Learn how to memorize recurring charges in QuickBooks Desktop for Mac.

No need to manually enter charges which recur on a regular basis. Just memorize these transactions and QuickBooks automatically creates them based on the date stated when they were memorized.

Step 1

For your first billing, enter the statement charges for each customer.

Create a memorized transaction group for the statement charges

  1. Go to Lists, then select Memorized Transactions.
  2. Select the Plus (+) icon to add a new group.
  3. Enter a name that describes the statement charge.
  4. Select Automatically Enter.
  5. From the How Often dropdown, choose how often you want to enter the charges.
  6. In the Next Date field, enter the next service date in your billing cycle, then select OK.

Memorize statement charges

  1. Go to Customers then select Statement Charges.
  2. Select Edit then Memorize Stmt Charge.
  3. You can change the name of the transaction if needed.
    Note: This changes the name of the memorized transaction and not the transaction in your customer's register.
  4. Select With Transactions in Group.
  5. In the Group Name list, select the memorized transaction group you just created.
  6. Select OK.

Step 2

Memorize charges for new customer

You can add new customers to the memorized transaction group.

  1. For each new customer, enter the statement charges you want.
  2. Memorize the statement charges and add them to the memorized transaction group.
  3. When you've memorized all the new statement charges, delete them from the register.
    Note: If you leave the original charges in the register, the next time you print billing statements, the charges will appear twice.

Stop automatic entry of a charge

If you enter statement charges automatically but no longer need to charge a particular customer, simply remove that transaction from the memorized transaction group.

  1. Go to Lists, then select Memorized Transactions.
  2. In the Memorized Transaction list, select the transaction.
  3. Select Edit, then Delete Memorized Transaction.

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