Banking
Thank you for getting back, Elaine.
Yes, you can delete a row from your memorized template. However, please make sure to memorize the transaction again to update the details. I'm here to guide you through the process.
- Open the template from the Memorized Transaction List.
- Remove or delete unnecessary details.
- Tap on the Memorize tab.
- You can either select Replace to replace the existing template or Add to add a new one.
- Follow the on-screen pop-ups to complete the setup.
I'm adding this link as your reference about modifying memorized transactions in QuickBooks Desktop: Create, edit, or delete memorised transactions.
Aside from memorizing a transaction template, you can also save the current customization settings of your QBDT reports. You can check out this link as your guide: Create, access and modify memorised reports.
If you have any other follow-up questions about our memorized template, let me know by adding a comment below. I'm more than happy to help. Keep safe!
