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Memorize a transaction

If you have a transaction that you frequently enter, you can save time by memorizing it for future use.

How memorized transactions work

If you frequently enter the same line items on a transaction, you can memorize the transaction so that you won't have to re-enter it each time. For example, you can memorize your monthly utility bill.

If the amounts on the transaction do not change (for example, if you always pay the same monthly rent), you can fill in all the details for the transaction and can even have QuickBooks automatically enter the transaction for you.

If the amounts or other details sometimes change, you can enter the memorized transaction and leave some of the fields blank. When you want to use your memorized transaction, just choose it from your Memorized Transaction list. You can then edit it as needed.

  1. Enter the transaction as you'd like it memorized.

    If the content of certain fields will change each time you recall the transaction, leave those fields blank. For example, you might want to leave the Amount field blank on your monthly utility bill. That way, you can fill in the amount each time you recall the bill.

  2. Choose Edit > Memorize.

  3. Name

    Name can be any word or phrase that describes the transaction.

    QuickBooks puts the name of the recipient of the transaction in this field. You can change the name if you want the transaction to be listed differently on the Memorized Transaction list.

  4. Complete the following fields as necessary:

    • Add to my Reminders List

      This option causes QuickBooks to add the transaction to the Memorized Transactions section of your Reminders list.

      To set up a reminder

      1. Click Add to my Reminders List.

      2. Click the How often drop-down arrow, and choose how often you want QuickBooks to remind you about the transaction.

    • Do Not Remind Me

      Select this option if you don't want QuickBooks to add the transaction to the Memorized Transactions section of your Reminders list.

    • Automate Transaction Entry

      Use this option to have QuickBooks automatically enter the transaction when it's due.

      To do this task

      1. Click Automate Transaction Entry.

      2. Click the How Often drop-down arrow and choose how often you want QuickBooks to enter the transaction.

      3. In the Next Date field, enter the next date the transaction is due.

      4. (Optional) If you want QuickBooks to enter this transaction on a regular basis, in the Number Remaining field, enter the number of entries you want QuickBooks to make.

        For example, if the transaction is a loan, enter the number of payments that you have left on the loan.

      5. (Optional) If you want QuickBooks to enter the transaction before it's due, enter the number of days in advance that you want QuickBooks to enter the transaction.

  5. Click OK to memorize the transaction.

  6. If you only want to enter transaction information for future use, click the Clear button, and then click the close box at the top right of the window.

See also

KB ID# H_TRANS_MEMORIZE
10/1/2014 7:21:46 PM
PPRDQSSWS406 9102 Pro 2013 e2677f