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Setting up a memorized transaction for a new rental customer and inputing first and last month check

I am taking over for a retired bookkeeper working for my dad's small time rental properties.  For the first time since I began, we turned over an apartment and I have to set up a new tenant in the memorized transactions which I due every month for the new rents.  I also have to set up an invoice (?) for the first and last month's rent payments.  This is where I'm stuck..  I have managed to set up the new customer's information only.  Please help!

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QuickBooks Team

Re: Setting up a memorized transaction for a new rental customer and inputing first and last mont...

Hello there, steveclips.

 

I'm glad you reached out to us. I can help you setup a memorized transaction in QuickBooks Desktop.

 

Following these steps will save you many hours entering rent invoices for each of your tenants every month. 

  1. Enter the transaction (Example: Invoice) the way you want it memorized but do not click save yet.
  2. Click Memorize at the top.
  3. A Memorize Transaction window pops up. Fill in the necessary information. 
  4. Click OK.

 

To view, open the Memorized Transaction List under Lists on the Menu Bar. You can open the invoice from the list. 

 

I've got you an article to learn more about creating memorized transactions in QuickBooks Desktop: Create and modify memorized transactions.

 

That's it. Should you have additional questions about memorized transactions, please don't hesitate to fill me in. I'm always happy to assist.