Learn how to create and manage repeating transactions in QuickBooks Desktop for Windows and Mac.
Never miss a transaction again. Let QuickBooks memorise it for you so you get a reminder every time it's due. QuickBooks can automatically enter your memorised transactions to save time.
QuickBooks Desktop for Windows
You can see your memorised transactions at any time. Go to the Lists menu, then select Memorised Transaction List.
Create a memorised transaction
- Enter the transaction the way you want it to show up each month. Don’t select Save. If a field contains info that may change, leave the field blank. For example, leave the Memo field blank on a recurring cheque so you can enter a different memo when you need to.
- From the Edit menu, select Memorise [Transaction Name]. For example, Memorise Cheque.
- Enter a Name. Then, select how you want QuickBooks to handle it.
- Add to my Reminders List.
- The transaction will be added to the Memorised Transactions section of your reminders list. When you choose this option, fill in the How Often field.
- Do Not Remind Me.
- The transaction won’t be added to your reminders list or added automatically. You can use this as a template for transactions that repeat from time to time.
- Automate Transaction Entry.
- The transaction will be entered when it's due. When you choose this option, remember to fill in the How Often and Next Date fields.
Tips:
- If you set up an automatic schedule for a transaction, make sure your Next Date is set to a day in the future.
- When you fill in the Number Remaining, note that it includes the Next Date transaction.
- Enter any other info, then select OK.
- Select Save & Close or Save & Next.
Create a memorised transaction group
If you have transactions with the same due date, you can create a memorised transaction group.
- From the Lists menu, select Memorised Transaction List.
- Select the Memorised Transaction drop-down, then select New Group.
- Enter info like the group name and frequency.
- Select OK.
Add a transaction to a memorised transaction group
- Open or create a transaction you'd like to memorise.
- Select Memorise.
- Choose Add to Group and select the Group Name.
- Select OK.
Add a transaction you already memorised to a group
- From the Lists menu, select Memorised Transaction List.
- Right-click the memorised transaction and select Edit Memorised Transaction.
- Select Add to Group, then select the Group Name.
- Select OK.
Edit a memorised transaction
- From the Lists menu, select Memorised Transaction List.
- Double-click the memorised transaction you want to modify.
- Make the changes you want.
- Select Memorise at the top.
- Select Replace to update the transaction, or Add to create a new one.
- Select Save & Close or Save & Next.
Delete a memorised transaction
- From the Lists menu, select Memorised Transaction List.
- Select the transaction you want to delete.
- Select the Memorised Transaction drop-down, then select Delete Memorised Transaction.
- Select OK.
