I have Memorized Transactions to enter for each of my customers each month. I bill them for a monthly service, and each has a set monthly service rate.
I have each Memorized Transaction set to enter 3 days before the end of the month. Well the end of the month is tomorrow the 31st, and the Memorized Transactions should have entered automatically yesterday.
When looking at the list each says the 8/31/20 as the "Next Date" but as if this point none have auto entered.
I can help you sort this out, @aquaclear.
We can try to delete and recreate the memorized transaction and make sure to enter the necessary information. Here's the article: Create, edit, or delete memorized transactions.
However, if the same thing happens, I'd recommend repairing your software. Before doing so, make sure to create a backup copy of your company file.
Once done, update QuickBooks to the latest release. This is to make sure you have the most recent fixes and security updates.
I've also shared this article on how to memorize a report if you'll change the settings and save it in the Memorized Report List: Memorize a report.
Don't hesitate to drop a comment below if you have other questions. I'm always happy to help. Take care!
Do I really have to go through all this? Everything worked fine last month(first time after setting it up)
Couldn't I just hit enter for each customer(62)? And then next month it would resume normally?
I really don't want to lose anything at this point, I've got too much time into setting this all up as it is.
Thanks for your quick reply above.
I decided to try a restart. So I saved my company file and restarted the computer.
When it restarted a window popped up saying I had 62 to enter. So I clicked to let them all enter. At this point it looks like I'm back to normal, but will see next month.
Does that window always pop up and am I required to accept them all to be entered? Maybe I clicked out of that window before thinking that they should enter automatically, but maybe that pop-up window is part of the automatic entering, and I will need to accept them all to being entered each month, via that pop-up window?
Allow me to add some information about the memorized transactions in QuickBooks Desktop, aquaclear.
Automate transactions are entered when it's due. Hence, always remember to fill in the How Often and Next Date fields when you choose this option.
The pop-up window will only show up once during the first attempt to memorize a transaction. If you wish to see the message, you'll need to reset your preferences.
Let me show you how:
You can visit again this link: Create, edit, or delete memorized transactions so you miss an entry.
Let me know if you have follow-up questions by commenting below. I'm happy to help.
I had the same problem. I just restarted the program and the "Enter Memorized Transactions" window that usually pops up on opening showed up with all due transactions checked. I hit enter and it was all done. It is possible that I missed these for the first of the month because other first of the month transaction are scheduled to be entered 10 days before the first, and I kept the computer and the program running from before the first till now (third) and the window didn't pop up. Good luck,