How to Delete Memorized Transactions in Quickbooks

Memorized transactions in QuickBooks allow you to enter regularly occurring expenses or payments so QuickBooks can either prompt you to enter them manually when it is time or it can automatically enter and charge them to the customer. When the number of transactions reaches more than 20 each month, it can be a chore to remember and get them entered on time. However, when a customer leaves town or a vendor closes up shop you will need to delete these transactions.

Instructions

Delete Memorized Transaction with CTRL and D keys.

1. Open the company file with the memorized transactions. Double-click on the QuickBooks icon from the desktop. If there is only one company file on the computer, the file should automatically open. If there is more than one, when the QuickBooks main window opens, the box in the center screen will have the available company files listed. Open the one with the memorized transactions you wish to delete.

2. Click on the "List" button in the top menu bar, scroll down to the "Memorized Transaction List" and click. The memorized transactions list will open, and you will see each transaction for invoices, bills and purchase orders in that window.

3. Click on the memorized transaction you wish to delete, and when it is highlighted hold the "CTRL" and "D" keys. QuickBooks will ask if you are sure you want to delete it, click on "Ok," and the transaction will be deleted.

Delete with Alternative Method

1. Click on the transaction you wish to delete in the menu and hold the "CTRL" and "E" keys to edit the transaction.

2. Click on the "Automatically Enter" button in the first column. In the "How Often" button, choose "Never" and click "Ok."

3. Close the memorized transaction list. The memorized transaction will still be present but will never be prompted or automatically entered. You may wish to do this if you feel there is a chance this transaction will continue at some point in the future.

Delete Transactions by Type

1. Delete the transactions by "Types." You can create a memorized transaction for bills, invoices, credit card charges, checks, invoices and by groups.

2. Sort the list by types. Click on the "Type" button at the top of the list. Groups will be listed first and then types by alphabetical order on down the line. Scroll through the invoice types or bill types looking for the ones you wish to delete.

3. Delete transactions one at a time. There is no way to delete all transactions simultaneousl;, you will have to scroll down the list one at a time and hit "CTRL" and "D." If you are preparing your Mac company file for conversion to a Windows company file you will have to choose the "Delete" option found in the "Memorized Transaction" menu located in the bottom, left corner of the screen and eliminate each one.

4. Open the Memorized Transaction list one more time and make sure all desired deletions have been made.

References

• QBalance: QuickBooks Memorized Transactions
• Intuit QuickBooks Support: Using the memorized transaction list
• Samarak: Deleting Memorized Transactions