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
- Go to Lists, then select Memorized Transactions.
- Select the Plus (+) icon to add a new group.
- Enter a name that describes the statement charge.
- Select Automatically Enter.
- From the How Often ▼dropdown, choose how often you want to enter the charges.
- In the Next Date field, enter the next service date in your billing cycle, then select OK.
Memorize statement charges
- Go to Customers then select Statement Charges.
- Select Edit then Memorize Stmt Charge.
- 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.
- Select With Transactions in Group.
- In the Group Name list, select the memorized transaction group you just created.
- Select OK.
Step 2
Memorize charges for new customer
You can add new customers to the memorized transaction group.
- For each new customer, enter the statement charges you want.
- Memorize the statement charges and add them to the memorized transaction group.
- 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.
- Go to Lists, then select Memorized Transactions.
- In the Memorized Transaction list, select the transaction.
- Select Edit, then Delete Memorized Transaction.