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Setting up a Memorized Transaction Group to record multiple transactions at once

You can set QuickBooks to automatically enter multiple transactions at once using the Memorized Transaction Group feature.  For example, every month you send out 75 invoices to different customers for the same amount.  You can use the Memorized Transaction Group feature to accomplish this.

Detailed instructions
  1. Create a Memorized Transaction Group:
    1. Go to the Lists > Memorized Transaction List.
    2. Click the Memorized Transaction button on the bottom then click on New Group.
    3. Give the group a name and specify how often the group should run.
  2. Add the transactions you want QuickBooks to memorize:
    1. Go to the Bill or other transaction you want to add to your new Group.
    2. Click the Memorize icon in the toolbar (or click on Edit in the toolbar, then on Memorize). You will see a window pop up like this: 

 

  1. Select With Transactions in Group and specify the Group Name.
  2. Click OK.

 

If these steps do not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free or you can contact a technical support agent for additional guidance. Fees may apply.

KB ID# HOW12990
9/1/2014 4:25:50 PM
PPRDQSSWS401 9102 Pro 2013 044a2f