Enter a name for it in the Name box, and set your reminder and frequency options like you did with the transactions themselves (you’ll be seeing the same dialog box as you did then). Open the Memorized Transaction list and right-click in an empty part of the screen. Sometimes your memorized transactions will occur on the same day. At the bottom of the screen, click Enter Transaction (or right-click it) to display, edit and/or save it. The correct transaction should be highlighted. If you’ve gotten a reminder that it’s time to pay a bill, you can go straight to the Memorized Transaction screen by right-clicking the item in the Reminders screen and selecting Recall Transaction. You can also change the order in which columns appear by highlighting one and clicking Move Up or Move Down. Similarly, to get rid of a column, highlight it in the box on the right and click Remove. It will move over into the box on the right and be inserted into your table. To add a column to the Memorized Transaction list, highlight it in the box of available columns on the left and click Add. A window like this will appear:įigure 3: It’s easy to customize the screen that displays your list of memorized transactions. You can change the way your list displays by right-clicking on an empty space in the Memorized Transaction List and clicking Customize Columns. Of course, if you want to remove an ongoing transaction, just highlight it, right-click, and select Delete Memorized Transaction. The Memorized Transaction menu will appear. Tip: To save time, when the list of memorized transactions first appears, put your cursor on the targeted entry and right-click. The window you used to specify the original options (as displayed above, in the very first figure) will open. This window will pop up:įigure 2: This window displays your options for managing Memorized Transactions.Ĭlick Edit Memorized Transaction. At the bottom of the window, click Memorized Transaction. Highlight the entry you want to change in the list that appears. Click Lists | Memorized Transaction List (or Ctrl+T). It’s easy to find your memorized transactions when you need to alter or delete them. Put 11 in the box next to Number Remaining to represent the balance of the 12 weeks, and 0 next to Days In Advance To Enter. Click the appropriate button, or Don’t Remind Me if you have another way to remember.ĭrop down the list next to How often, and select Weekly. You’ll first have to decide whether you want to just be reminded every week (the tickler will appear in your Reminders list) or whether you want QuickBooks to automatically enter the transaction. The client’s name will already be filled in. This window opens:įigure 1: You’ll define the terms of your memorized transaction in this window. First, find or create the invoice.Īfter you’ve found (or created) the invoice, then click Edit | Memorize Invoice. Let’s say you’re starting a new job providing regular training for a client it’s always four hours, every Monday, for 12 weeks. After you’ve memorized them, you can edit, reschedule, and delete them, as well as group them if more than one will be dispatched on the same day.
QuickBooks can memorize a variety of transaction types, including invoices, purchase orders, and bills. But doing the same thing repeatedly if the identical invoice recurs regularly? No need. Filling out invoices the first time can be a pain, especially if they’re lengthy.