Showing results for 
Search instead for 
Did you mean: 

Reply to message

View discussion in a popup

Replying to:

Reply to message

I appreciate you for going into further detail on what you're trying to accomplish, gerdgoebel.


Using the Memorized transaction feature in QuickBooks Desktop is the best way to handle gift sets. This automatically enters the transactions you tagged as memorized.

Also, you'll want to enter each item in the Sales Receipt to make sure taxes are correct for each of them.


To do that:

  1. Go to Customers.
  2. Select Enter Sales Receipts.
  3. Enter the necessary information (Customer:Job, Items, Amount and more).
  4. Click the Memorize option under Create a Copy.
  5. Hit Save & Close.


Learn more about managing memorized transactions in QuickBooks Desktop through this article: Create, edit, or delete memorized transactions.


To review your memorized transactions at any time, you can go to the Lists menu and select Memorized Transaction List.


If you have other concerns, you're always welcome to post in the Community.

Need to get in touch?

Contact us