How to Edit a Memorized Transaction in QuickBooks

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In Brief...

Once you have memorized a transaction in QuickBooks, you can edit its name, frequency, reminder settings, and other options from the Memorized Transaction List. Just follow these five steps.

This feature works the same in versions 2011–2016 of QuickBooks.

Instructions

  1. From the menu, select Lists > Memorized Transaction List.

  2. In the Memorized Transaction List dialog box, highlight the transaction.
    Memorized Transaction List Dialog Box

  3. Click Memorized Transaction and select Edit Memorized Transaction from the drop-down menu.
    Edit Memorized Transaction

  4. In the Schedule Memorized Transaction dialog box, make changes to the memorized transaction as necessary.
    Schedule Memorized Transaction Dialog Box

  5. When you finish, click OK.

Author: Lee Fifield

Lee is a writer, editor, and technology evangelist. Lee received her undergraduate degree in Communications from Ithaca College.

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