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This chapter is from the book

This chapter is from the book

Memorizing Transactions

In QuickBooks, you can memorize any transaction you want. You can memorize transactions that you reuse frequently or memorize a transaction that you might not use often but that is time-consuming or complicated to create. This task uses an example of a purchase order for several items you frequently order. Consider creating a purchase order for all the items you order from a single vendor. Then, when it’s time to place an order, you just open the memorized transaction and fill in the quantities.

  • yellow_01.jpg Select Vendors, Create Purchase Orders.

  • yellow_02.jpg Choose or type a name in the Vendor field.
  • yellow_03.jpg Enter the items you normally purchase from this vendor, leaving the quantities blank.

  • yellow_04.jpg Press Ctrl+M to begin the memor-ization process, or you can choose Memorize from the Edit menu.
  • yellow_05.jpg Type a unique name for this transaction.
  • yellow_06.jpg Select Do Not Remind Me.
  • yellow_07.jpg Click OK to memorize the transaction.

  • yellow_08.jpg Continue using the Purchase Order form if you want. Or, press Esc and select No to close the form without creating an actual purchase order.
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