This electronic newsletter is best viewed
in HTML format

Dear <>,

Have you ever used cookie cutters? If so then you know how much fun they are. I used to bake Christmas cookies with my kids every year, and we always made sugar cookies with the cookie cutters.

cookie cutter 3

Regular readers of this ezine know that I'm always thinking of ways to save time in QuickBooks. Today's article is about Memorized Transactions. Did you know they are very much like electronic cookie cutters?

This is why QuickBooks professionals love Memorized Transactions, because they make work easier, faster, and more uniform... just like using a cookie cutter!

If you are not already a huge fan of Memorized Transactions, I hope to make you one today.

Why Buy QuickBooks via the Internet?

Shopping for QuickBooks on the internet is so much better than going to the store. Here's why:

  • Research your options - do the research to make sure you are buying the correct version.
  • Get the correct version - the office supply store might not have the version you need.
  • Save time - download the product right away.
  • Save gas money - at $4/gallon it's just too expensive to drive around.
  • Avoid crowds, traffic, and hassle of going to the store.
  • Get 20% off plus free shipping if you order the cd's.

Buy or upgrade QuickBooks today and get 20% off plus free shipping.

Shopping online for QuickBooks is the most convenient way to buy America's most popular bookkeeping software. Like many people, I buy products online whenever possible. Why pay retail and why waste gasoline driving around to the stores? Go online and buy or upgrade QuickBooks today.

Transactions You Can Memorize

Memorized Transactions are the best and easiest way to enter any transaction that recurs on a regular basis. That's the key to understanding them and making them work. Can be....

  • Customer Invoices
  • Vendor Bills
  • Purchase Orders
  • Sales Orders
  • Credit Card Charges
  • Checks
  • Deposits
  • Transfers
  • General Journal Entries
  • The list goes on and on!

Recurrence Choices

Any transaction that recurs regularly can be memorized. Here are the recurrence choices available:

  • Daily
  • Weekly
  • Every Two Weeks
  • Twice a Month
  • Every Four Weeks
  • Monthly
  • Quarterly
  • Twice a Year
  • Annually

How Are They Entered?

Once you've memorized the transaction, you set QuickBooks to one of the above recurrence choices. Then you tell QuickBooks how the transactions should get entered:

Remind Me - this means that QuickBooks will place the transaction into the Reminders List. You will then need to go to the Memorized Transaction List, double click on the transaction, and then QuickBooks enters it.

cc 4

Don't Remind Me - this means that QuickBooks will take no action to either enter the transaction or remind you about it. It will sit in the Memorized Transaction List, waiting for you to enter it at the correct time.

Automatically Enter - this means that QuickBooks will enter the transaction according to the recurrence schedule you selected above.

Ready for Your QuickBooks Problems to Go Away?

Contact me today and we will get your QuickBooks problems cured. Your satisfaction is guaranteed. Check out my testimonials!

jen tiny

Which of these is making you crazy?

  • Recurring QuickBooks problems?
  • Are you certain your P&L is accurate?
  • Do you pay the minimum amount in taxes required?
  • Sick of bookkeeping & ready to outsource?

Don't struggle any more. Contact me today to get relief.

7 Steps for Success with
Memorized Transactions

1. Find the Transactions. Go through your QuickBooks file and make a list of any transaction that recurs according to any of the recurrence choices listed above.

2. Memorize Them. Locate the most recent of each of these. For example, if you have a customer invoice for Tom Brown that recurs each month for the same amount using the same Items, terms, etc., go to the last invoice you created for him. Windows users press Control-M here, Mac users press Command +. If for some reason the shortcut key doesn't work, go to the Edit menu and locate the choice to Memorize the transaction.

3. How Should They Be Entered? QuickBooks opens a window called "Memorize Transaction." Select how the transactions should be entered, according to "How Are They Entered" above.

4. Recur How Often? Select the recurrence schedule as shown above.

5. Next Date to Enter? Select the "Next Date" to enter the transaction. This is a date in the future that QuickBooks will use to enter the transaction automatically or to remind you about it.

6. Do You Automatically Enter? If you selected Automatically Enter,cc3 small notice that the Number Remaining box became active. QuickBooks is giving you the option of entering only a certain number of these transactions, and you do this by entering the "number remaining." For example, if you only want QuickBooks to enter it six times, enter the number 6 here. You may also enter the transaction ahead of time by entering a number into the Days in Advance to Enter box. This is a good choice for straight line depreciation entries.

7. Final Tips. To be most successful using memorized transactions, make sure they have the same Items and/or accounts, same or similar amount, recur regularly, same terms, and have the same customer or vendor each time. Also when you are first starting to use Memorized Transactions, once they are entered take a few moments to look at them to be 100% certain they are correct. Make adjustments and re-memorize if necessary.

Contact me today and let's talk about how to make your life easier in QuickBooks.

Until next time,

Jennifer Thieme

Small QB image You may use this article in your own newsletter, blog, webpage, ezine, social media page, or in any other format, as long as you use it in its entirety, and you include the following information:

Want to receive more QuickBooks Tips like this? Visit and sign up for Adventures in QuickBooks, the free monthly ezine.

QuickBooks is a registered trademark of Intuit, Inc.

Want to know immediately when new and free QuickBooks help is available? Subscribe to the RSS feed and get instant notification anytime I've added a new web page about QuickBooks help at

Subscribe for Real Time QuickBooks Updates

***Print this page and save it for future reference***