cjm51213
Level 1
‎December 15, 2023 09:48 AM

requently entered transactions

Hi Folks,

I have a question about "Memorized Transactions". My transaction has four "components":

  • Debit of indeterminate amount
  • Credit(s) of fixed amount(s) 
  • Credit(s) of percentage of initial debit(s)
  • "Balancing" entry to make debits and credits equal.

 

Is this possible?

Thanks for the help,

Chris

 

 

 

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Clark_B
QuickBooks Team
QuickBooks Team
‎December 15, 2023 12:07 PM

Other questions

Hello there, @cjm51213.

 

I'd be glad to share some insights about Memorized Transactions in QuickBooks Desktop (QBDT).

 

When you create memorized transactions in QuickBooks Desktop, they will remain as they are. If you use the memorized transaction list to enter new transactions, most or all of the necessary data will be pre-populated the next time you need to enter a similar transaction. This can save you time and effort.

 

Additionally, any changes that can be done after the transactions will have to be recreated.

 

For reference, I'll add this article to guide you in customizing the data, adding or deleting columns, adding or removing information on the header/footer, and even personalizing the font and style of the report: Customize reports.

 

Please don't hesitate to leave a comment below if you have further questions about memorized transactions or other QBDT-related concerns. I'll be here to assist you.

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