If you bill the same charge to a group of customers on a regular basis, you
can set up QuickBooks to enter the charges automatically when it's time to
send out your statements.
Any business that bills a recurring charge on statements can use this
feature. For example, a property management company could enter monthly rents
automatically. A health club could enter membership fees automatically.
To do this task
For your first billing, enter the statement charges for each customer.
How to enter statement charges
If you have many customers that you want to enter charges for at
once, you may find it faster to enter the charges in your Accounts Receivable
(A/R) register instead of in the individual customer registers.
Create a memorized transaction group for the statement charges:
Choose Lists > Memorized Transaction List.
Click Memorized Transaction at the bottom of the list and click New Group.
Enter a name that describes the statement charges, for example,
Select Automate Transaction Entry.
Click the How Often drop-down arrow and choose how often you want QuickBooks to
enter the charges (Weekly, Monthly, and so on).
In the Next Date field, enter the next service date in your billing cycle.
For example, if the service date for the statement charges is February 1 and
you bill monthly, you would enter March 1.
In the A/R register (or in the individual customer registers) memorize each
statement charge that you entered:
In the register, click the statement charge.
Choose Edit > Memorize Stmt Charge.
(Optional) In the Memorize Transaction window, change the name of the
transaction. This affects how QuickBooks lists the transaction in the Memorized
Transactions list. It does not affect the transaction itself.
Select Add to Group.
Click the Group Name drop-down arrow and choose the memorized transaction group
that you just created.
QuickBooks automatically enters the statement charges for each billing
cycle. All you have to do is print and mail the statements.
As your list of customers changes, you must update the memorized transaction
Stop automatic entry of a
Memorize charges for new