Memorized Transactions - Adding Check Number

Thanks for posting in the Community, @BrianS. 

Let's first delete the memorized check and then recreate it to turn on the Print Later option. This way, the program will stop placing a check number in the register. I'll guide you how. 

To delete the memorized check:

1. Go to Lists from the top menu.
2. Select Memorized Transaction List.
3. Choose the memorized check from the list.
4. Go to Edit from the top menu.
5. Select Delete Memorized Transaction.
6. Hit OK to confirm.

The screenshot below shows you the last three steps. 

Once deleted, recreate the check so you can select the Print Later option and then memorize it. Here's how: 

1. Go to Banking from the top menu.
2. Select Write Checks. 
3. Enter the necessary information. 
4. Make sure to put a check mark in the Print Later option.
5. Click the Memorize button.
6. In the Memorize Transaction window, fill out the required details, then click OK once done.
7. Click Save & Close.

See the screenshot below to show you the fourth to fifth steps. For detailed instructions, go through this article: Create, Edit, or Delete Memorized Transactions.

You can always run the Check Detail report to view all of your checks and their associated transactions. Just go to Reports from the top menu. Then, select Banking and choose the report name as seen in the screenshot below. 

I'll be right here to help if you have other concerns. Have a great day, @BrianS. 

If I choose Print Latter, then when I have checks to Print Latter it will be included at which it will cause the ACH Debit from the Checking account to have a check printed for an ACH that has already been completed.

Hello, @BrianS. 

To get a better understanding, can you provide me more information on your concern? When you create a check, it automatically debits the account so printing does not affect when it gets pulled from your account. Here's an article that provides more information on how Print Later works in QuickBooks Desktop. 

If you leave me a Reply below with details, I'd be happy to assist you further. I'll keep an eye out for your response. Talk to you soon!

All I am trying to do is when my Memorized Transaction post in the check register, I dont want the memorized transaction to have a check number issued to the Memorized transaction. All of my memorized transactions are ACH's that get debited from my DDA automatically and should not have any check number associated to the transaction. If I do what the 1st response stated, then it will be sitting there waiting to be printed when I print a batch of checks, and this is not what I am looking to do.

Hopefully this is a better understanding. 

Hello @BrianS,

You can rename the numbers of your memorized check and use DEBIT in the NO. field. This way, they won't use any check numbers once they'll be posted into your check register.

1. Go to Lists.
2. Select Memorized Transaction List.
3. Find and open your memorized check transaction.
4. On the NO. field, enter DEBIT.
5. Select Memorize.
6. Click Replace.

Here's an article you can read to learn more about how you can edit your memorized check transaction: Create, edit, or delete memorized transactions.

I've got you this helpful article in case you need some ideas about how you can reconcile your account: How do I?

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Thanks for dropping by.

What Brian is attempting to do I think,  is the same thing that I've been trying to get resolved for 8+ years. Yes, if you do what you suggest and you open them each up individually you can change what they say in the check field. However, when you log in each morning you get a pop up window showing which transactions are due. This was designed so that you could just hit enter and do multiple transactions at one time.(not go one by one). Because you only have CHECK as an option here it assigns check numbers to everything. The memorized transaction feature is very helpful as reminders to pay but the "Enter Memorized Transaction" component is a useless feature unless you live in a world of "only checks". I also have used Quicken as long as I have QuickBooks  and in their memorized transactions field you pick the method of payment and they have multiple options. I've always thought QB was more advanced than Quicken so I have a hard time understanding why this hasn't been resolved. Thank you for sharing with your team. 

I am on Quickbooks Mac Plus 2023 and every time I enter a memorized transaction it automatically enters the 'next' check number == I know I can delete it but it's a pain = how do I prevent the auto entry of a check number = this is a memorized ACH transaction not a check

Hi there, VictoriaJZ. 

I'll share some information about auto-assigning check numbers in QuickBooks Desktop for Mac.

QuickBooks will automatically assign a check number even if it's an ACH transaction. However, you still have the option to manually delete the memorized transaction.

I can see how having this option would be helpful for you and your business. I'd recommend sending feedback directly to our Product Development team. Doing so helps us improve your experience and the features of the program. 

Here's how to submit feedback:

1. Choose QuickBooks and select Preferences. 
2. On the Preferences pane, select Feedback. 
3. Click the Enable sending usage data to Intuit check box. The preference is enabled by default. 
4. Close the Preferences window. 
5. From this pane, you can follow a link to the QuickBooks Desktop Mac online forum and/or to an online form for submitting feedback.

I've added this link for more information about the user guide: QuickBooks Desktop Mac 2021 User’s Guide.

You can also save this article in case you will need them when changing preferences in your new QuickBooks:

• Set Preferences for Sales and Invoicing
• Checks Preferences in QuickBooks Desktop for Mac

Keep your post coming if you have additional questions on managing your check. I'm always here to help. Have a great day.