Memorize a recurring transaction
PrintOverview
With QuickBooks, you can save time by "memorizing" the details of transactions that occur often (checks, monthly bills, recurring invoices for clients). After you memorize a transaction, you can use it any time. Also, you can schedule QuickBooks to remind you of the transaction or reenter it for you.
Assumptions
You have an active, up-to-date version of QuickBooks.
Expected Outcome
You can memorize a recurring transaction in QuickBooks.
Details
To memorize a recurring transaction:
Enter the transaction as you want it memorized. However, do not click OK or Next.
Note: If certain fields contain information that might change, leave those fields blank. For example, you can leave the Memo field blank on a recurring check so that you can enter a different memo for each check.
Choose Edit > Memorize [Transaction].
Enter a Name for the memorized transaction. Then specify how you want QuickBooks to handle the transaction:
Enter any other necessary information in the Memorize Transaction window, and then click OK.
Click Save & Close to save the memorized transaction, or click Save & Next to save the transaction and begin to memorize another transaction.
To use a memorized transaction that is not automatically entered:
Choose Lists > Memorized Transactions.
Double-click the memorized transaction you want to use.
Make any needed changes or additions to the transaction. Then click Save & Close or Save & Next to save the transaction.
Rosnie4/8/2013