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This chapter is from the book

This chapter is from the book

Using Memorized Transactions

Okay, you’ve memorized some transactions—now what? You can take advantage of your memorized transactions by remembering to use them when you want to save time. Any time you want to use a memorized transaction, just open the list of memorized transactions, select the transaction, and use it as you do any other QuickBooks form.

  • yellow_01.jpg Press Ctrl+T to open the Memorized Transaction List window.
  • yellow_02.jpg Double-click a memorized transaction that you want to use. The original form appears.

  • yellow_03.jpg Now use the form as you use any QuickBooks form, making any necessary adjustments. In this example, I entered the quantities of items I want to order.
  • yellow_04.jpg Select a Save option to finalize the transaction.

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