Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

What's important about the Schedule Transaction Group and New Memorized Transaction Group windows

  1. To open this window, click the Memorized Transaction button and select Edit Memorized Transaction or New Group.

    When you choose New Group, this window is titled New Memorized Transaction Group, and you use it to set up a new memorized transaction.

    When you choose Edit Memorized Transaction, this window is titled Schedule Transaction Group, and you use it to change the schedule for a transaction you have already memorized.

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

    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.

    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 is 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 is due, enter the number of days in advance that you want QuickBooks to enter the transaction.

KB ID# H_LIST_TASK_MEMORIZED_TRANSACTION_GRP_NEW_EDIT
12/2/2016 11:51:10 AM
QYPPRDQBKSWS07 9138 Pro 2017 18e275