Hi Lee6,
QuickBooks offers a variety of features which help you streamline your business. I'd be happy to give you a hand with managing your memorized transactions.
Here's how you would create a memorized transaction without closing the company file:
- Enter the transaction the way you want it to show up each month. Don’t select Save. If a field contains info that may change, leave the field blank. For example, leave the Memo field blank on a recurring check so you can enter a different memo when you need to.
- From the Edit menu, select Memorize [Transaction Name]. For example, Memorize Check.
- Enter a Name. Then, select how you want QuickBooks to handle it.
- Add to my Reminders List.
- The transaction will be added to the Memorized Transactions section of your reminders list. When you choose this option, fill in the How Often field.
- Do Not Remind Me.
- The transaction won’t be added to your reminders list or added automatically. You can use this as a template for transactions that repeat from time to time.
- Automate Transaction Entry.
- The transaction will be entered when it's due. When you choose this option, remember to fill in the How Often and Next Date fields.
For further info, I encourage you to check out this article here: Create, edit, or delete memorized transactions.
Give this a try and if you have questions, I recommend contacting our support team using this link. Otherwise, feel free to leave a comment below. I'll be on standby.
