How to Create and Edit QuickBooks Memorized Transactions

Elise Williams

2023-09-08 16:30:03 • Filed to: Quickbooks Solution • Proven solutions

Record keeping is paramount to the successful growth and improvement of any business. QuickBooks provides quick and easy ways to record your company’s accounting information. Memorized transactions help improve your timing by creating shortcuts thereby saving you time which in turn creates higher efficiency.

How to Create QuickBooks Memorized Transactions

Several types of transactions can be memorized for quick retrievals such as billing and journal entry. For example, if you have a customer whom you invoice on a monthly basis, having the invoice posted automatically can save much time. The memorized transaction also helps you eliminate the possibilities of forgetting to record some transaction. Below is how you can create your QuickBooks memorized transactions.

If you are working on a journal entry or bill already, go to the toolbar and select edit.
Click on the memorize option.

how to use memorized transactions in quickbooks

You can right-click anywhere in the transaction you are working on and click on memorized from the options provided.
A memorize transaction screen will come up where you can name your transaction and add it to your reminder list.

You can also schedule which transaction to record, and this will give you other options like next date, how often, the number remaining and when to post.

How to Remove Memorized Transactions from QuickBooks

In case you ever don't need a particular memorized transaction, deleting it, is also possible. Below are the steps you need to take.

To open the memorized transaction list, press Ctrl+T on your keyboard.
Click on the specific memorized transaction you want to delete.
Then click on the memorized transaction link at the bottom of your window and choose the delete memorised transaction.
Then click on okay when you are asked to confirm the request to delete.

How to Edit/Update a QuickBooks Memorized Transactions

Do you want to edit a memorized transaction on your QuickBooks but don’t know how? Well, the steps are entirely, and they are outlined below.

Enter your QuickBooks and click on the lists-memorised transaction.
Then you double click on the memorized transaction you wish to edit.
Make all your necessary changes and click on the edit icon which will take you to the memorize journal entry menu.
Select okay when asked to confirm

So that’s how to edit/update your memorized transaction.

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