Saturday, September 17, 2011

Recurring Transactions in QB

1. Enter a bill, check or Customer Invoice (depending on what you want to memorize) or open the last one you entered for the Vendor,Check or Invoice.
2. Right-click inside the bill>click  on Memorize Transaction.
3. Make the choices you prefer,automatically enter, or to remind you to enter.
4. Enter the next date you want to enter a bill and the number remaining.
5. If the amount changes after you setup you can edit a bill, once entered, and then memorize it again.
6. You will be given the option to replace the old one or save as a new separate memorized transaction.

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