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CBS3601
Level 2

Memorized transaction deleted, still records each month (weird?1#@)

Has anyone come across this problem?  I have many memorized transactions.  There are about 200 memorized Customer Invoices that get recorded at the beginning of the month.  If a customer no longer desires the services I should be able to delete the memorized transaction and it should no longer record it the following month, but yet it does.  Not sure why or how to correct.  I have looked for duplicates and that is not the issue.  ( Using QBs Desktop Enterprise 18.0 for windows.  Have several users with varying degrees of security clearance)  Would the non admin user have anything to do with this ?

Any ideas??

Thank you!

18 Comments
katherinejoyceO
QuickBooks Team

Memorized transaction deleted, still records each month (weird?1#@)

Hello there, @CBS3601

 

Thanks for visiting the Community. It could be that your memorized transactions list is damaged, that's why it keeps coming back and record each month even it's already been deleted. 

 

Let's repair the re-sorting the list to resolve the issue. Here's how: 

 

  1. Go to the List menu, then select Memorized Transactions List
  2. In the Memorized Transactions drop-down menu, select Re-sort List.
  3. Click OK to the prompt "Are you sure if you want to return this list to its original order". 

 

This will remove the deleted memorized transactions from the list. You can check out this link for more details: Re-sort lists

 

For future reference, read through this article: Verify and rebuild data. This helps you fix the most data problems in case the same issue persists. 

 

Feel free to visit again if you have additional questions. I'm always delighted to help you some more. 

CBS3601
Level 2

Memorized transaction deleted, still records each month (weird?1#@)

Thank you, I won't know if that worked until next month when all the memorized transactions run.  Crossing my fingers.  Yes  I do know about the data verification & Rebuild.  That did not work on this situation.

thanks again :-)

 

 

CBS3601
Level 2

Memorized transaction deleted, still records each month (weird?1#@)

The fix you suggested did not work.  Is there anything else we can do to fix it?

CBS3601
Level 2

Memorized transaction deleted, still records each month (weird?1#@)

The fix you suggested did not work.  Is there any other way to fix this issue?

JamesDuanT
Moderator

Memorized transaction deleted, still records each month (weird?1#@)

Thanks for getting back, CBS3601.

 

The Audit Trail report can help us determine who created the duplicates. 

  1. Click Reports at the top menu and select Accountant & Taxes.
  2. Select Audit Trail.
    This should show you the username that crated the transactions.

Then, you can delete the duplicates manually.

 

If the steps provided by katherinejoyceO didn't work, you might want to try the Verify and Rebuild process. This would fix any damage issues that we are experiencing right now. Before that, it'd be best to update your QucikBooks release.

 

If you already did, I'd recommend contacting our Technical Support Team. They can pull up your account and review your file. 

  1. Click Help at the top menu and select QuickBooks Desktop Help.
  2. Select Contact us and then enter that you get Reminder prompts. 
  3. Select Continue
  4. Choose either to Message an Agent or Talk to a Specialist

Feel to get back to us if you require additional assistance about your transactions. Have a great day!

carissa3883
Level 2

Memorized transaction deleted, still records each month (weird?1#@)

Any update to this? I have spoken with tech support multiple times and they cannot seem to fix this issues. The exact same thing happens to me every month as well. Its frustrating to then go through multiple invoices to delete them. 

Ive done rebuilds, file doctor, re-sort lists and they still enter an invoice even though they are not showing up in the memorized transaction listing. 

 

HELP!

JenoP
QuickBooks Team

Memorized transaction deleted, still records each month (weird?1#@)

Hi there, carissa3883.

 

Thanks for letting us know in advanced what troubleshooting steps have been done to resolve the issue. Based on what you've shared, all possible troubleshooting steps have already been performed.

 

I can also see that you've already reached out to our Technical Support Team about this. However, I would still recommend contacting them again so they can check the call logs and review the steps that have been performed. They can also refer you to our Data Services Team to further check if there are data damage that's causing the issue. Please follow the same steps on how to reach out to them in the previous responses.

 

Also, please take note that our chat and phone support teams business hours are limited due to the ongoing pandemic. For now, they're only open from from Monday-Friday, in between 6:00 AM to 6:00 PM Pacific Time. They're also open every Saturday from 6:00 AM-3:00 PM Pacific Time.

 

Please don't hesitate to visit us again if you need anything else. 

carissa3883
Level 2

Memorized transaction deleted, still records each month (weird?1#@)

Still an ongoing issue that I have to wait until the first of every month to discover that what was done did not fix the issue. Is there a way to get to a higher tier of technical support? This is every frustrating and time consuming to my staff each month. 

Ryan_M
QuickBooks Team

Memorized transaction deleted, still records each month (weird?1#@)

Hi @carissa3883,

 

I appreciate you for coming back and sharing an update on your situation. I'll point you in the right direction for support with your query. 

 

I can relate to how it feels when a product you use isn't working as expected. Since you've already gone through the troubleshooting steps provided in this thread, I suggest you contact our Technical Support team once again. 

 

Here's how:

 

  1. On your QuickBooks homepage, go to the Help menu.
  2. Choose QuickBooks Desktop Help.
  3. Tap the Contact us button.

You can keep this article for managing memorized transactions: Create, edit, or delete memorized transactions

 

Don't hesitate to place a comment below if you need anything else. I'll be around and get back to you as soon as I can. 

jlarocque
Level 2

Memorized transaction deleted, still records each month (weird?1#@)

OMG - I thought I was the only one with this issue - QB "support" has not been helpful at all -

jlarocque
Level 2

Memorized transaction deleted, still records each month (weird?1#@)

I thought I was the only one with this issue - started sometime this year and I have done all the "fixes" suggested, talked with QB "Support" - no help at all …

 

Has this issue been fixed by anyone?

ShiellaGraceA
QuickBooks Team

Memorized transaction deleted, still records each month (weird?1#@)

Thanks for joining us here, @jlarocque.

 

I know memorized transactions are imperative. Since you've already tried the suggested solutions, I recommend contacting our Customer Care Support again. As mentioned by my colleague @JenO, our Support Team can review the steps you have performed. They can also refer you to our Data Services Team to further check if there is data damage in your file that's causing the issue. Please follow the above steps to reach out to them.

 

If you need help with other tasks in QBDT, you can browse for specific topics here and look for responses that fit your concern.

 

Keep me posted if you still have questions or concerns about memorized transactions or with QuickBooks. I'll be here for you. Cheers to a grand and successful New Year ahead.

jlarocque
Level 2

Memorized transaction deleted, still records each month (weird?1#@)

I have already been through all the steps of above and have an open case - after spending 2 hrs on phone with QB support running through everything that I had already done.

 

It is extremely frustrating when something is already a known issue, yet having to explain over and over to someone not able to comprehend the issue. Then finally given a case number and uploading a portable file, then told it will be at least 5 business days before a technician will be able to look at the file.

 

If something is a known issue, I shouldn't have to waste 2 hrs of my time - plus having my employees out of QB since I needed to be in single user mode. Not only wasting my time, but the productivity of my department.

 

This new "help" of going through a call center instead of being able to directly call in and speak with a person of knowledge doesn't work. 

bflem
Level 1

Memorized transaction deleted, still records each month (weird?1#@)

I'm not sure if this is the same issue you're having or if you have resolved it already, but I did just figure out an issue that had me pulling my hair out.

I had duplicate transactions. I was deleting them, and then when I would come back to the register, those deleted transactions would have reappeared. It took me awhile to really catch on that they were reappearing because there were many similar transactions and toggling between acccounts, screens etc, I thought I was just too "in the weeds." Well I was in the weeds, I spent way too much time before realizing it, then more time later trying to troubleshoot. Anyway, it's been a few days, and I just came back to try to resolve. I finally noticed that in the bank feed, under <CATEGORIZED>, in the <RULE> column, it read <AUTO-ADD> on some of the transactions. That is the key! Go to <Rules> and see which ones are AUTO-ADD. I had plenty of valid rules that make life easier but I think they also can wreak this havoc if you accidentally make an errant rule, and it is AUTO-ADD. That's why the transactions would reappear. You can delete or disable a rule, or you can keep the rules, just change them from AUTO-ADD. I had to go back to the bank feed and undo those transactions that kept auto-adding. And I think that's about it. I'm so happy to have figured this out and just want to help anyone having the same issue.

lywells
Level 1

Memorized transaction deleted, still records each month (weird?1#@)

I have a similar issue to you.  I noticed some of my memorized transactions were not in my list.  I re-created them.  Then the following month, those same items were done in duplicate, even thought there was only ONE of each kind in my memorized tran list. 

 

Today I finally have a clue that might help a QB "IT" person solve this.  My husband and I are both users in QB.  We are both administrators with full access to everything.  However, for some reason, it is under MY user that there transactions are missing.  When I look at my husband's user account, all the transactions are there and correct.  Anyone know why this would be?  (I've already double checked to make sure both users have full access to all areas of QB.)

MichelleBh
QuickBooks Team

Memorized transaction deleted, still records each month (weird?1#@)

I'll be happy to help you figure this out, @lywells.

 

I appreciate you for providing the detailed concern and for all the steps you've done before posting here in the Community.

 

Let's get your duplicate transaction resolve by doing verify and rebuild tools. This tool scans your company file for issues and fixes them right away. To begin, you can follow these easy steps. 

 

To Verify:

 

  1. Go to the Window menu and select Close All.
  2. Then, go to the File menu.
  3. Select Utilities.
  4. Click Verify Data.

 

To Rebuild:

  1. Go to the File menu.
  2. Select Utilities.
  3. Click Rebuild Data.

 

You can also check this article for more detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

 

After that, re-check the transaction in your lists. If the issue keeps going, I'd recommend communicating with our Technical Support again. They have tools capable of pulling up your account in a secure environment and send a ticket to our engineers for investigation.

 

You can follow the steps outline by Ryan_M above. Ensure to call them within our business hours to guarantee we address your concern promptly. 

 

I'd also encourage you to visit the links below about how to fix data damage and handle memorized reports. 

 

 

Please let me know if you have any other questions about your lists or how the call goes. I’ll be around ready to help and back you up. Keep safe.

carissa3883
Level 2

Memorized transaction deleted, still records each month (weird?1#@)

Yeah we have tried that. It doesn't work. We have to go in and edit the transaction to frequency "Never" then we can delete it. It will not show up in the memorized transaction list but will show up in the memorized transaction report. It never really goes away. This is the "work around" we were given. 

mhtay
Level 1

Memorized transaction deleted, still records each month (weird?1#@)

I think my issue is similar to yours. I deleted memorized transactions and they aren't showing on my memorized transaction list, but they are occurring. Anyway, I went to "REPORTS" and then to "LIST" and then selected "MEMORIZED TRANSACTION LISTING" I was able to see all deleted and current memorized transactions. I double clicked on the ones I needed to edit and was able to change the settings so that they weren't set to auto enter anymore.

I really hope that this helps you! And if not, I'm really sorry that you've been dealing with this issue for so long! Best of luck to you!

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