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Rachel Fetterman
Level 2

Memorized Transaction (automatic transaction entry)

When setting up an automatic transaction for a period of time



Do I include the next date in the number rem


2 Comments 2
Tori B
QuickBooks Team

Memorized Transaction (automatic transaction entry)

Hey there, @Rachel Fetterman


Thanks for reaching out to the Community for support. I'm happy to provide more information about memorized transactions. 


To respond to your question referring to the Number Remaining, yes, it does include the Next Date transaction. Make sure that your Next Date is set to a day in the future. You can see your Memorized Transaction List at any time by going to the List menu and choosing Memorized Transaction List



For more information about Memorized Transactions, check out Create, edit, or delete memorized transactions


Please let me know if you have further questions or concerns. You can reach out to the Community or me at any time. We're always here to lend a helping hand. Take care and have a fantastic day! 



Rachel Fetterman
Level 2

Memorized Transaction (automatic transaction entry)

Thank You for the reply!  Very helpful

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