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
Complete the following fields as necessary. Then click OK.
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.
Click Add to my Reminders List.
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
Click Automate Transaction Entry.
Click the How Often drop-down arrow and choose how often you want QuickBooks to enter the transaction.
In the Next Date field, enter the next date the transaction is due.
(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.
(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