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Level 3

Memorized transactions not entering automatically

I use Quickbooks Premier Plus Edition 2021. I have an automatic general ledger entry for depreciation expense, accumulated depreciation, amortization expense, and accumulated amortization that's scheduled to be run at the end of every month. It has not run at all during 2021.


Here's what I think is the issue.


I ran an Accountant's Copy for the 2019 tax year in early 2020 for the accountant. They have not returned it with any general ledger entries or corrections so 2019 hasn't been closed out yet. The memorized transaction ran through 2020 without problem, but December 2020 was the last time it ran.


Will Quickbooks not allow 2021 journal entries to post if 2019 hasn't been closed out yet even though it did process the 2020 journal entries?

5 Comments 5
QuickBooks Team

Memorized transactions not entering automatically

I'm happy to see you again here in the Community, @Tiv.


It's my priority to ensure that you'll be able to work on your memorized transactions smoothly so entries will be posted.


You can still post a journal entry to your 2019 file since it hasn't been closed yet. In doing this, just make sure that the posting dates of the entries are correct.


On the other hand, to help verify why the memorized transactions are not entering automatically, I suggest deleting and recreating them. This way, we can determine if the memorize transaction was corrupted, which leads to the issue that you've encountered.


To do that:

  1. From the Lists menu, select Memorized Transaction List.
  2. Select the transaction you want to delete.
  3. Hit the Memorized Transaction drop-down, then select Delete Memorized Transaction.
  4. Press on OK.

After that, create it again. Here's an article that you can look up to for complete process: Create, edit, or delete memorized transactions.


If the problem continues, I suggest verifying and rebuilding your data. This procedure can help fix data-related problem on your company file. 


Here's how:

  1. Go to the File menu.
  2. Hover over Utilities.
  3. Select Rebuild Data
  4. On the QuickBooks Information window, select OK. Follow the onscreen steps to save a backup.
  5. Let the tool repair your file. It may take some time. QuickBooks may seem stuck, but as long as you can move your mouse, the tool is working.
  6. When the tool finishes, select OK.

Once done, proceed with verifying your data:

  1. Go to the File menu.
  2. Hover over Utilities.
  3. Select Verify Data
  4. Let the tool check your file for data issues.

For complete details, please see this handy reference: Learn how to fix data damage on your QuickBooks Desktop company file.


Lastly, you can always utilize this great resource that provides information on how to use the accountant's copy: Learn how to use the Accountant's Copy and know more about its limitations in QuickBooks Desktop.


Please keep in touch with me here should you have any additional questions or concerns, I'm always around to talk QuickBooks.

Level 3

Memorized transactions not entering automatically

It's the 2021 transactions that aren't posting.


The system doesn't have 2019 closed yet, but it did post the 2020 memorized transactions. It hasn't posted any of the 2021 transactions even though I can see that they're scheduled.


Will it not post 2021 transactions since 2019 isn't closed by the accountant yet?

QuickBooks Team

Memorized transactions not entering automatically

Hi there, Tiv.


Thanks for getting back to us with more details. Memorize transactions will be created as long as the transaction date does not fall within the dividing date. 


I can also see that all possible troubleshooting steps that can resolve this type of issue have already been shared in the previous reply. We'd want to take a closer look at this to determine why the journal entries are not automatically creating. Please reach out to our phone or chat support teams for us to further check. Here's how:


  1. Go to Help and select QuickBooks Desktop Help.
  2. Select Contact Us.
  3. Give a brief description of your issue, then select Let's talk and then choose a way to connect.


Here's an article on how to reach out to our support for more details about their business hours: Contact QuickBooks Desktop Support.


Let me know if you need anything else. 




Level 3

Memorized transactions not entering automatically

Before I delete anything, I'd like to make sure what the problem is first. It could be that as soon as the 2019 books are closed, the 2021 memorized transactions will enter automatically. If it is merely a case of the software not being able to post two tax years away from the year that is still open, then closing that year should solve the problem.


We know we can post payables and receivables in 2021, and we can make manual journal entries in 2021 even though 2019 hasn't been closed yet. So the question is does QB not post automatic journal entries if the entry date is two years away from the year that hasn't been closed? If it doesn't, then why not since we're able to make manual entries?


Memorized transactions not entering automatically

Hello @Tiv,


I definitely understand not wanting to make any significant changes before determining what is causing the transactions not to post.


Neither having an accountant’s copy out nor having 2019 books open should stop your memorized transactions from posting as usual.


If you haven’t already, please update your Quickbooks to the newest release. Here’s how:

  1. Go to the Help menu and select Update QuickBooks Desktop.
  2. Go to the Update Now tab. 
  3. Select Get Updates to start the download.
  4. When the download finishes, restart QuickBooks.
  5. When prompted, accept the option to install the new release.


If this doesn’t clear things up, then you will want to reach out to our support team so they can look into possible causes. The steps are in the post directly above.


I know this is a priority for you, so I’ll keep an eye out for any additional questions.  Please feel free to reach out. I’m happy to help anytime.

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