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nrb120349
Level 1

Memorized transactions

Is there a way to record a memorized transaction that occurs on a specific day (like the second Wednesday of a month) instead of occurring "monthly" or every "four weeks."  Those options don't take into account a fifth occurrence of a day every quarter.

Solved
Best answer March 04, 2023

Best Answers
RCV
QuickBooks Team
QuickBooks Team

Memorized transactions

Thanks for checking in with us, nrb120349.

 

The option to record a memorized transaction that occurs on specific days under How often when creating a memorized transaction is currently unavailable in QuickBooks Desktop. The option we have are NeverDaily, Weekly, Every two weeksTwice a monthEvery four weeksMonthlyEvery two monthsQuarterlyTwice a year, and Annually. See the screenshot below for your reference:

 

 

 

We see consumer feedback as an opportunity to improve our products' numerous features. I'd suggest providing direct feedback to our engineers. They may investigate this suggestion and include it in future updates. Let me show you how:

 

  1. Go to the Help menu.
  2. Choose Send Feedback Online and select Product Suggestion.
  3. Click the Product Area drop-down menu and select a category.
  4. Enter your comments or product suggestions.
  5. Press Send Feedback.

 

Capture.PNG

 

 

Here's an article you can refer to for more details about creating, accessing, and modifying memorized reports. I've also included an article that'll help you memorize reports in QuickBooks that helps you save the current customized settings.

 

Also, to further guide you in managing your account and the growth of your business using QBO, I'd recommend checking out one of our support websites: QuickBooks Help Articles. It includes topics about account management, banking, and expenses, to name a few.

 

I'm only a few clicks away if you need assistance managing your memorized transactions in QBDT. It's always my pleasure to help you out again.

View solution in original post

1 Comment 1
RCV
QuickBooks Team
QuickBooks Team

Memorized transactions

Thanks for checking in with us, nrb120349.

 

The option to record a memorized transaction that occurs on specific days under How often when creating a memorized transaction is currently unavailable in QuickBooks Desktop. The option we have are NeverDaily, Weekly, Every two weeksTwice a monthEvery four weeksMonthlyEvery two monthsQuarterlyTwice a year, and Annually. See the screenshot below for your reference:

 

 

 

We see consumer feedback as an opportunity to improve our products' numerous features. I'd suggest providing direct feedback to our engineers. They may investigate this suggestion and include it in future updates. Let me show you how:

 

  1. Go to the Help menu.
  2. Choose Send Feedback Online and select Product Suggestion.
  3. Click the Product Area drop-down menu and select a category.
  4. Enter your comments or product suggestions.
  5. Press Send Feedback.

 

Capture.PNG

 

 

Here's an article you can refer to for more details about creating, accessing, and modifying memorized reports. I've also included an article that'll help you memorize reports in QuickBooks that helps you save the current customized settings.

 

Also, to further guide you in managing your account and the growth of your business using QBO, I'd recommend checking out one of our support websites: QuickBooks Help Articles. It includes topics about account management, banking, and expenses, to name a few.

 

I'm only a few clicks away if you need assistance managing your memorized transactions in QBDT. It's always my pleasure to help you out again.

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