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What's important about the New Memorized Transaction Group/Schedule Transaction Group window

When this window is titled New Memorized Transaction Group, use it to set up a new memorized transaction group. When the window title is Schedule Transaction Group, use it to change the schedule for a transaction group.

To set up a new memorized transaction group

  1. Complete the following fields as necessary. Then click OK.

Name

Name can be any word or phrase that describes the transactions in the group (Payroll, Monthly Bills, and so on).

QuickBooks adds your name for the group to the Memorized Transaction list.

Transactions in the group are indented below the group name.

Add to my Reminders List

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

To set up a reminder

  1. Select 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 group.

Do Not Remind Me

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

Automate Transaction Entry

This option causes QuickBooks to automatically enter the transactions in the group when they are 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 transactions in the group.

  3. In the Next Date field, enter the next date the group of transactions is due.

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

  5. (Optional) If you want QuickBooks to enter the group of transactions before it is due, enter the number of days in advance that you want QuickBooks to enter the transactions.

To change the schedule for a group

  • Edit the information shown about the group as necessary. Then click OK.

KB ID# H_LIST_FIELD_MEMORIZED_TRANSACTION_GRP_SETUP
12/5/2016 12:25:50 AM
QYPPRDQBKSWS05 9138 Pro 2017 5f3c35