With the memorized transactions feature, users can automatically get reminders of frequently occurring transactions. Here, we will discuss How to create, edit, and delete memorized Reports in QuickBooks for Windows and Mac. It’s simple and easy. Let’s have a look.
Memorized Reports are the instructions used to display your company data from the database of your company. This is stored in the form of .qbr file extension. The memorized reports are very important for businesses.
Keeping the records of data into the system every day is such a major task, and usually people do not like it is a time consuming task.. The memorized transaction feature of QuickBooks supports such situations.
Three main benefits to use this feature of QuickBooks Are:-
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Save money.
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Save time.
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Minimize errors.
Procedure for creating QuickBooks Memorized transactions
To create QuickBooks memorized transactions, Follow the steps below
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Enter the transaction in the same method in which you want it to be memorized.
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Go to the Edit menu and click the Memorize option there.
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To Memorize the transaction, press the Ctrl + M keys together.
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Click the Memorize icon.
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Enter the name of the transaction that you want to memorize
Add the reminder list
Three steps can be followed:-
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First “Add the memorized transaction” of your reminder list.
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Then enter “How often the user wants the reminder to occur”.
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Then at last , “Enter the transaction next date‘“ when any transaction will be due.
Don’t remind me:-
If the user doesn’t want the software to remind for the same. In this case, select the “Do not remind me” option available then the transaction will not be used to get memorized.
Steps to Edit the Memorized Report
Please follow the next steps to edit and update a memorized transaction.
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Click the list menu option.
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Select the memorized transaction list.
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Double click to modify your memorized transactions.
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After doing modification, click the memorize option at the top.
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If you want to create a new one, just click add or if want to update then select replace.
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Then click Save and then Next.
Steps to Delete a Transaction in QuickBooks:-
You have to follow the steps to delete a memorized transaction that are given below:-
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Click the menu bar and go for a memorized transaction list.
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Click the transaction that you want to delete.
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Select memory transaction from the dropdown list then click delete memorized transaction.
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Click the OK button.
In Shorts:-
In the above blog we have told you to create. delete, edit and update the memorized transaction in QuickBooks in Windows, still if you face some problem then you can contact the Customer Support system of QuickBooks.
