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Replying to:
Angelyn_T
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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.

 

  1. Open the template from the Memorized Transaction List.
  2. Remove or delete unnecessary details.
  3. Tap on the Memorize tab.
  4. You can either select Replace to replace the existing template or Add to add a new one.
  5. 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!

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