Monday, August 30, 2010

QuickBooks Enterprise: Editing a Memorized Transaction

A client who has set up many memorized transactions asks, "How do I edit an existing memorized transaction in QuickBooks?"

It is actually very easy to edit a memorized transaction. From the Memorized transaction list, Double-click on the transaction that you edit. Make the correction, then re-memorize it(control + M)-(select replace the previous transaction). Cancel the open transaction by clicking on the close window button (X).
To modify the frequency, from the memorized transaction list highlight the memorized transaction, Ctrl + E (to edit right click on the mouse and select edit). Change any information required with the scheduling of the transaction and click OK.

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