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    Memorize a recurring transaction

    Article ID: 1000539

    Overview

    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.

    1 comment

    Rosnie4/8/2013

    08

    Perfect two thumbs up :)!

    Reply

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