Save Time With Memorized Transactions

Memorize recurring transactions in QuickBooks® to increase efficiency and reduce mistakes.

You may wish to memorize transactions such as:

  • Recurring bills and checks
  • Recurring deposits
  • Recurring sales transactions and invoices
  • Recurring purchase orders
  • Recurring journal entries

How to memorize transactions

1. Enter the transaction you want to memorize
2. Select “Memorize” from the Edit menu, or Control +M
3. Choose a name for the transaction
4. Set your options:

  •  Reminders or Automatic Entry
  •  How Often
  •  Next Date
  •  Number of Remaining payments

5. Click OK to save the transaction

Remember: You can edit specific lines of your memorized transaction before posting by choosing “Enter Transaction” from the Memorized Transaction list. The memorized transaction form will open where you can make changes to the date, amount, account, etc.

The following transactions may not be memorized:

  • Customer Receipts
  • Deposits of Customer Receipts
  • Payroll Checks
  • Bill Payments
  • Time Records
  • Vehicle Mileage Entries

                       

To access the memorized transaction list choose “Memorized Transactions” from the List menu or Control +T. From this list you can edit, delete, or enter memorized transactions. Additionally, you can create groups of memorized transactions for better organization.

Remember: You can edit specific lines of your memorized transaction before posting by choosing “Enter Transaction” from the Memorized Transaction list. The memorized transaction form will open where you can make changes to the date, amount, account, etc.

The following transactions may not be memorized:

  • Customer Receipts
  • Deposits of Customer Receipts
  • Payroll Checks
  • Bill Payments
  • Time Records
  • Vehicle Mileage Entries