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markmcnally
Level 1

Export memorized Transaction List from Quickbooks to an Excel sheet

I want to export my Memorized Transaction List from Quickbooks to an excel sheet.  How to I do that?

 

(Title has been edited by moderator for clarity)

Solved
Best answer December 21, 2017

Best Answers
MorganB
Content Leader

Export memorized Transaction List from Quickbooks to an Excel sheet

Hey there markmcnally,

 

Welcome to the Community. I'd be glad to lend a hand.

 

Exporting your Memorized Transaction List can be done by going to Reports >  List > Memorized Transaction Listing > use the drop down under the Excel option on that report to create a new worksheet. This would enable you to export the list, however all that can be imported into your account is the customer list, vendors inventory parts, non-inventory and assemblies from Excel.

 

I hope you find this helpful. I'm only a post away if you have any other questions.

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11 Comments 11
MorganB
Content Leader

Export memorized Transaction List from Quickbooks to an Excel sheet

Hey there markmcnally,

 

Welcome to the Community. I'd be glad to lend a hand.

 

Exporting your Memorized Transaction List can be done by going to Reports >  List > Memorized Transaction Listing > use the drop down under the Excel option on that report to create a new worksheet. This would enable you to export the list, however all that can be imported into your account is the customer list, vendors inventory parts, non-inventory and assemblies from Excel.

 

I hope you find this helpful. I'm only a post away if you have any other questions.

markmcnally
Level 1

Export memorized Transaction List from Quickbooks to an Excel sheet

Thanks Morgan,

 

I do have another question about Quickbooks Online auto populating email address is you can help?

MorganB
Content Leader

Export memorized Transaction List from Quickbooks to an Excel sheet

Hello,

 

I'm glad to help.

 

Is your question about email addresses auto-populating in invoices, or on another form? If customer information contains an email address, the system will automatically include the email address when the customer (or vendor) is chosen when creating a transaction.

 

Also, which version of QuickBooks are you using?

 

I look forward to hearing back from you.

Jt3151
Level 1

Export memorized Transaction List from Quickbooks to an Excel sheet

Why can't memorized transactions be imported like other lists?

Jt3151
Level 1

Export memorized Transaction List from Quickbooks to an Excel sheet

If I convert to QBO, will memorized transactions come over?

 

Thanks

markmcnally
Level 1

Export memorized Transaction List from Quickbooks to an Excel sheet

Hey there,

 

My company just converted over from desktop to QBO this January 2018 and yes, the memorized transactions did come over.  Ours did need a lot of manual data correcting though.  In the customer info page, we had to manually change the Payment and billing, 'preferred delivery method' to 'None' so it would automactically email to our customers.  We also had to ensure the actual recurring ticket had the customers email in it and options for card payments were selected.

tomclarke
Level 1

Export memorized Transaction List from Quickbooks to an Excel sheet

Trying to send invoices to Customers by email.  All are set-up in the Memorized Transaction List.  How do I get that list into Send Forms?

Thank you

MorganB
Content Leader

Export memorized Transaction List from Quickbooks to an Excel sheet

Hello, tomclarke.

 

Thanks for reaching out here in the Community. I'd be glad to provide some insight on your question about moving the Memorized Transaction List into Send Forms.

 

When you create an invoice in the Memorized Transaction List, you can choose for QuickBooks to automatically send the form to your customer. Alternatively, if you'd like to be notified before the invoice is sent out, you can add the transaction to the Reminders List. You will then receive a message to let you know it's time to send the invoice.

 

This article provides additional details on creating and modifying memorized transactions: https://quickbooks.intuit.com/community/Inventory-and-projects/Create-and-modify-memorized-transacti....

 

With this information, you'll be able to send invoices to your customers by email. I wish you and your business continued success. Please feel free to contact me if you have any other questions.

Tehreem Bhatti
Level 1

Export memorized Transaction List from Quickbooks to an Excel sheet

Why this list can't add customer full name and email adress as it does when we export the recurring payment list

Tehreem Bhatti
Level 1

Export memorized Transaction List from Quickbooks to an Excel sheet

Please help me how I can write to Quickbooks about the changes that I want them to make to upgrade this platform to a better and more user friendly software 

JenoP
QuickBooks Team

Export memorized Transaction List from Quickbooks to an Excel sheet

I'll help with your question about running reports and sending suggestions as well, Tehreem.

 

Memorized Transaction List report only shows a list of transactions that were set up to recur or created automatically. This is the reason why we can't customize it to show the full name or contact information of the customer.

 

You'll wan to run the Customer Contact List report. Then, export both of them to Excel so you can combine them or add more customizations. Here's how:

 

  1. Go to the Reports menu, scroll-down to List, and then select Customer Contact List.
  2. Click Excel and select Create new worksheet.

 

Here's an article where you can read more details about this: Export Reports as Excel Workbooks in QuickBooks Desktop.

 

With regards to sending your product suggestion, I'll share  the steps on how you can send it from your company file. Here's how:

 

  1. Go to the Help menu, select Send Feedback Online, and then click Product Suggestion.
  2. Enter all the required details as well as your suggestion.
  3. Click Send Feedback

 

Let me also share a couple of our report-related articles in case you need more references:

 

 

Visit us again or post more replies in this thread if you need anything. We surely want to make sure that everything is sorted out. 

 

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