QB memorized transactions

Create and modify memorized transactions

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 create a copy of it anytime. You can also schedule QuickBooks to remind you of the transaction or enter it for you periodically.

Create a memorized transaction

Enter the transaction the way you want it memorized. However, do not click any of the save buttons yet.
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.

Go to the QuickBooks Edit menu then click Memorize [Transaction].
Enter a Name for the memorized transaction then specify how you want QuickBooks to handle the transaction.
Add to my Reminders List: The transaction will be added to the Memorized Transactions section of your Reminders list. When you choose this option, you need to fill in the How Often field.
Do Not Remind Me: The transaction will NOT be added to your Reminders list.
Automate Transaction Entry: The transaction will be automatically entered when it is due. When you choose this option, you need to fill in the How Often and Next Date fields.

If you set up an automatic schedule for a transaction, make sure your Next Date is set to a day in the future.
When filling in the Number Remaining field, note that it includes the Next Date transaction.
Enter any other necessary information in the Memorize Transaction window, and then click OK.
Click Save & Close or Save & Next to enter the memorized transaction now. If you are only entering the transaction information for future use, click the Clear button and close the window.