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.
Select Vendors, Create Purchase Orders.
- Choose or type a name in the Vendor field.
Enter the items you normally purchase from this vendor, leaving the quantities blank.
- Press Ctrl+M to begin the memor-ization process, or you can choose Memorize from the Edit menu.
- Type a unique name for this transaction.
- Select Do Not Remind Me.
Click OK to memorize the transaction.
- 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.