Memorized transaction list and changes
transactions is quite easy, but the concept
should be understood. Initially, it is
like a rubber stamp. The difference is,
anything can be changed, when the transaction
is called from the list and used. When
it is recalled, a new transaction is
generated for entry into the books of
account, just as if you had entered it by
opens the list of memorized transactions and several actions can be done.
Changing the title, scheduling, or joining a group
is done by clicking the
Memorized Transaction button and then
, which opens a window nearly identical to the
Memorize Transaction window (above.)
requires using and re-memorizing it, using the method described below.
diting the content of a
memorized transaction XE "memorized transaction:editing" is something else. First, a decision must be made. The name in the list may be the same, or you may need to change it. Change requires an extra step in the middle. The view shows the menu (in QuickBooks 5) after the
button has been clicked.
again brings up the list. Highlight one transaction and click
to open a window, entering this transaction.
Make the necessary changes in the transaction.
(or click Edit|Memorize) and memorize
the transaction. The action will be
challenged, because of the existing
transaction by that name. However, you
do want to replace the existing transaction,
so do so.
Confirming replacement or
deletion, in general, is controlled by a
preference. If there was no confirmation
requirement, click File|Preferences|General
and turn on
Warn when deleting transactions ... .
(In QuickBooks 4, click
and turn on confirmation.) Do not run without requiring confirmation on deletion or replacement, until you are very familiar with the program.
The earliest versions do
not have this degree of control. You
have to control the memorized transaction
names yourself, and also watch for duplicated
transactions. The old form of the
transaction will have to be deleted by
selecting it in the list and clicking (on the
Edit|Delete Memorized Transaction.