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Community Contributor **

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)

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Best answer 12-21-2017

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Content Leader

Re: Memorized Transaction List Excel Report

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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Highlighted
Content Leader

Re: Memorized Transaction List Excel Report

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.

View solution in original post

Community Contributor **

Re: Memorized Transaction List Excel Report

Thanks Morgan,

 

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

Content Leader

Re: Memorized Transaction List Excel Report

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.

Not applicable

Re: Memorized Transaction List Excel Report

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

Not applicable

Re: Memorized Transaction List Excel Report

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

 

Thanks

Community Contributor **

Re: Memorized Transaction List Excel Report

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.

Not applicable

Re: Memorized Transaction List Excel Report

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

Content Leader

Re: Memorized Transaction List Excel Report

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.

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