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Simple Steps to Memorizing
Transactions |
To memorize transactions and reduce input time, follow these instructions:
1. Enter the transaction. If the content of certain fields will change each time you recall the transaction, leave those fields blank. For example, your monthly utility bill should be memorized with a blank Amount field.
2. From the QuickBooks Edit menu, choose Memorize.
3. In the Name field of the Memorize Transaction window, enter a name that will help you recognize the transaction in the Memorized Transaction list.
4. In the Detail area of the Memorize Transaction window, indicate how you want the transaction handled. (If you need assistance, press F1 while the Memorize Transaction window is open.)
5. Click OK to memorize the transaction.
Note: You cannot memorize receipts or deposits of payments, bill payments, paychecks, time records, sales tax payments, or year-to-date (YTD) payroll adjustments. If you are entering the transaction information for future use and do not want to record the transaction now, click Clear to close the transaction window.
If you found this information to be helpful, you'll really like our quarterly 2008 QuickBooks Seminar Series. Registration is now open for the May sessions. Check out the events page on our website for details.
| Contact one of our QuickBooks ProAdvisors, Lisa Furr or Adam Cusumano, for help in setting up and using QuickBooks. You may reach them at 717-757-6999 or 800-745-8233, or you may send an email by using the form below. |
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
IRS Circular 230 Notice: To ensure compliance with requirements imposed by the IRS, we inform you that any US tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. |
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