To create a memorized transaction, you must create a new transaction or open an existing transaction. First, use the List drop-down at the top of the window to select the list into which you would like to copy the Excel data. The information at the top of this window shows that to copy and paste list data from Excel into QuickBooks Pro is a three-step process. Save or cancel the open transfer transaction. Doing this then opens the Add/Edit Multiple List Entries window.In the Memorize Transaction dialog box, name the transaction, specify how you want QuickBooks to handle it, and if applicable, configure the frequency of automatic transactions or the frequency of reminders.With the transaction still displayed in the Transfer Funds Between Accounts dialog box, select Edit > Memorize Transfer from the menu.The Transfer Funds Between Accounts dialog box opens. Memorized transactions allow you to use less key strokes and minimize the chance of errors, as well as being efficient with repetitive tasks. Do you find yourself making the same journal entry or transaction in QuickBooks over and over If so, it may be time to consider using memorized transactions. From the menu, select Banking > Transfer Funds. By: Denise Smith, CPA, CGMA- Senior Accountant.This feature works the same in versions 2011–2016 of QuickBooks. Or, you can right click somewhere in the transaction and select memorize. When working on a transaction such as a bill or journal entry, go to the toolbar and click edit and then memorize. If your business performs weekly or monthly money transfers, save data entry time by creating a memorized transfer in QuickBooks. There are multiple ways to memorize a transaction.
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How to Create a Memorized Transfer in QuickBooks Quickbooks Memorized Transactions - : 5:22 Steiner Business Solutions 3 479.
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