How to Add a Memorized Transaction to a Group in Quickbooks

Quickbooks offers several tools that allow you to quickly create invoices for your business’s customers, one of which is the memorized transaction feature. A memorized transaction is essentially a template that you can apply to one or more transactions. Rather than creating a new transaction from scratch, you can use a memorized transaction. If you use memorized transactions, though, you may want to categorize them in groups. You can create different groups for your memorized transactions, allowing you to find them more easily.

Create a New Group

Before you can add a memorized transaction to a group, you’ll need to create the group. In Quickbooks Desktop, you can create a new group by accessing the “Lists” menu, followed by the “Memorized Transaction List.” From here, click the drop-down menu for “Memorized Transaction” and choose “New Group.” You can then enter the information about the group, such as its name, how often you’d like to receive reminders about it, the next date and more. When finished, click “OK” to save and complete the process.

Add a Memorized Transaction

With the new group created, you can now add a memorized transaction to it.  This is done by selecting the “Lists” menu once again and choosing the “Memorized Transaction List.” You should now see your memorized transaction under this menu. Upon locating the group, right-click it and choose “Edit Memorized Transaction.” Next, click “Add to Group,” after which you can select the name of the group to which you want to add the memorized transaction. After making sure it’s the correct group, click “OK.”

How to Edit a Memorized Transaction

By following the two simple steps listed above, you can quickly add a memorized transaction to a group. Of course, there are times in which you may want to edit a memorized transaction. You can always delete a memorized transaction and replace it with a new memorized transaction. Doing so, however, can be time-consuming, especially if you need to modify several memorized transactions. An alternative solution is to edit the memorized transaction.

You can edit memorized transactions in Quickbooks Desktop by accessing the “Lists” menu, followed “Memorized Transaction List.” After double-clicking the memorized transaction that you want to edit,  you’ll see a box with several fields that you can edit. Just modify the fields, after which you can click “OK” to complete the process.

Did this tutorial work for you? Let us know in the comments section below!

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