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Level 1

memorized transactions not posting

My memorized transactions are often not posting. These are transactions that used to post properly in the past but now randomly fail to post. I have "automatically enter" checked, how often filled out with "Next Date" showing and that date comes and goes with the entry not made with the "next date" unchanged. HELP!!

2 Comments
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QuickBooks Team

memorized transactions not posting

I'm here to help figure this out, IraHertz.

 

The data of these memorized transactions could be damage. Let's run the verify and rebuild utilities to make sure your data is error-free.

 

Verify Data self-identifies the most commonly known data issues within a company file. While Rebuild Data self-resolves most data integrity issues that the Verify Data finds.

 

If the same issue persists, you can delete and create a new one. Doing this will replace the damaged memorized transaction.

 

Here's how:

 

  1. Click the Lists tab at the top menu bar and select Memorized Transaction List.
  2. Search for the transaction.
  3. Choose Edit, then Delete Memorized Transaction (or use Command + D on your keyboard to delete it).

For additional information about memorizing transactions, check out the following article. It also contains detailed steps of the process (scroll down to page 94): https://qblittlesquare.com/wp-content/uploads/2019/05/QuickBooks-for-Mac-2019-1809.pdf.

 

Keep on posting if you need more help. I'll be right here to help you.

Highlighted
Level 8

memorized transactions not posting

Do you always leave your company file open on your computer? I think memorized transactions are applied when the file opens. Try quitting QuickBooks and relaunching.

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