Memorized Transactions

Let me help you remove your repeating transaction in QuickBooks Desktop, @DaneLamb.

Once you create a transaction and choose to memorize it, you'll have an option on how you want QuickBooks to handle it.

If you select Add to my Reminders List, the transaction will be added to the Memorized Transactions section of your reminders list. 

However, deleting your invoice from the previous month will still keep your memorized sale from the list. This is why you're still getting a reminder.

If you want to completely remove it, simply follow these steps: 

1. Go to the Lists menu and click Memorized Transaction List (Ctrl + T).
2. Right-click on the memorized invoice transaction and select Delete Memorized Transaction.
3. Click OK.

You can also check out this article for more details about memorized transactions: Create and modify memorized transactions.

The Community always has your back, so please let me know if you have any other questions. I'll be more than happy to help. Keep safe.

That's what I did, but I still get the nag screen to enter the memorized transaction.

I’ll make sure you’re able to delete this memorized invoice permanently in QuickBooks, @DaneLamb.

Sometimes data issues are the main reason that QuickBooks behaves unexpectedly. I’ve got troubleshooting steps to share with you so you’ll get back running the business.

You can utilize the Verify and Rebuild data tool to fix issues on your QBDT company file. Here are the steps:

1. Choose Window and then select Close All.
2. Go to the File menu, and then click Utilities.
3. Select Rebuild Data.
   
4. Follow the onscreen instruction to back up your data.
5. When the tool finishes, select OK.
6. Navigate to the File menu, then hover over Utilities.
7. Click Verify Data and select Rebuild Now once QuickBooks finds an issue with your company file.

Please know that you'll need to log in using the single-user mode when performing this process. You can check this article about fixing data damage for additional information and instructions if the issue remains the same.

In case you need more information about our report features in QuickBooks. Feel free to check this article about customizing reports. This ensures everything is intact and accurate.

Please send me updates concerning your records. I’m always determined to help in any way I can. Keep safe.

It found no errors in my database.  I ran the Rebuild Data option, closed and reopened the company file and got the memorized transaction window again.

I want to ensure this is taken care of, @DaneLamb.

Since the issue persists after following the steps given above, I'd recommend getting in touch with our Customer Support Team. This way, they can pull up your account securely and help figure out the problem.

Here's how:

1. Go to the Help menu.
2. Select QuickBooks Desktop Help.
3. In the Have a Question window, scroll down to choose the Contact us link.
4. This will display the Contact Us screen.
5. Go to the Tell us more about your question section to enter the issue or topic in the field box.
6. Click the Search button to display the Get Phone Number or Start a Message button.

Also, I’m adding a guide that lists our support hours and calls me back options to fit our customers' schedules: Support hours and types.

I also encourage checking our Help articles page to learn some tips and tricks in managing your QBDT account. From there, you can read great articles that can guide you through the steps by steps process.

Stay in touch with us if you have other questions. I'm more than happy to help. Take care!

Was there ever a solution to this?? I am having the same issue. There is nothing wrong with the data. I deleted the transactions. 

I need QB to stop telling me that need to go in, as they don't. 

HELP 

I appreciate you joining in on this thread, NormansPlumbing. I see how time-consuming it is when things aren't working the way you need them. Let me ensure you'll get the assistance you need and route you in the right direction for help.

Usually, issues like this are fixed through the information shared by my colleagues above. Since the deleted memorized transactions are still showing on the Reminders Lists and there are no discrepancies found on your data, I recommend contacting our Customer Care Team. Doing so will allow them to review your account and further investigate the root cause of this issue. To do this:

1. Go to the Help menu and click QuickBooks Help.
2. Select Contact Us.
3. Enter the investigation number as the description and click Continue.
4. Log in to your Intuit account, select Continue, then Continue with my account.
5. Enter the single-use code you received in your email and click Continue.
6. Choose between Chat with us or Have us call you.

Furthermore, I'm including these references you may utilize in the future to help you track and manage customer-paid invoices: Record an invoice payment.

I'll keep in touch in this forum, so I can provide additional assistance to any added queries you may have when managing memorized transactions. Just feel free to leave them in the comments below. Keep safe!

I did the same thing for a group of memorized transactions ugh. Click on "Enter Now" when the message pops up and then delete the duplicate transactions.