Tips and Tutorials

1. From the Lists menu, choose Memorized Transaction List.

2. From the Memorized Transaction menu button, choose New Group.

3. Enter the name of the new group.

4. Choose how you want to manage the transaction group
You can have QuickBooks remind you about the transaction group on
a regular basis, you can merely have the transaction group available
for future use without being reminded about it, or you can have
QuickBooks record the transactions in the group on a regular basis.

5. Click OK.

6. Add, as needed, memorized transactions to the group:

In the list, select the memorized transaction you want to add.

From the Memorized Transaction button menu, choose Edit.
Select "With transactions in group" and enter the name
of the memorized transaction group.
Click OK.

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Laura Gonzalez President of Virtual Business Solutions, providing Business and Website Consultant and Coach. Specializing in teaching professionals how to leverage the internet and their website as a tool to generate new customers, increase sales and be more productive.
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