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Replying to:
Rasa-LilaM
QuickBooks Team

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Welcome back to the Community, mox.


I appreciate you for adding more details about your concern. This will guide us on how to get the memorized deposit to work.


When you automate the information for your deposit, let’s make sure to set it as a recurring transaction. This way, you’ll no longer have to manually enter the same entry. Please know that using the feature applies if you regularly record the same deposits.


Let me help make sure your transaction is properly set up in the company file. Here’s how:

 

  1. In your company file, tap the Banking menu and choose Use Register.
  2. Look for the deposit and right-click beside it to select Memorize Deposit.
  3. This will open the Memorize Transaction window.
  4. Tick the radio button for Automate Transaction Entry if you want QuickBooks to record the deposit automatically.
  5. Pick Add to my Reminders List to get a notification to create the deposit.
  6. In the How Often drop-down, select the frequency (monthly, weekly, daily, etc).
  7. Set the start date for the recurring deposits in the Next Date field. The first recurring deposit will start on the first day.
  8. Key in how many deposits you wish the program to create in the Number Remaining field.
  9. In the Days In Advance To Enter field, you can set how many days in advance QuickBooks will record the deposit. Enter 0 if you want to record the deposit on the day you choose.
  10. Press the OK button.memorized dep.1.pngmemorized dep.1.png

 

Once done, you’ll get a pop-up window stating that you have memorized transactions to be entered. You’ll have to choose Enter Checked Now or Enter All Later. memorized dep.pngTo learn more about this process, see the following article and go directly to the Record recurring deposits section: Record and make bank deposits in QuickBooks Desktop.


When you enter a deposit in the Make Deposit screen, you still have to manually enter the information for the entry. If you’ve already created one, the Payments to Deposit window will show up. From there, choose the one you’re working on.  


For additional resources, the following resource will guide you on how to manage repeating entries: Create, edit, or delete memorized transactions. It includes instructions on how to add a memorized transaction, delete one, and create a memorized group to name a few.


Keep me posted if you still have questions about automating the information on your deposits. I’ll be glad to answer them for you. Enjoy the rest of your day.

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