If you have transactions that occur often — such as monthly bills or recurring invoices for clients — you can save time by memorizing the details of the transactions. Once you have memorized a transaction, you can recall it at any time.
Tip: If the content of certain fields will change each time you recall the transaction, leave those fields blank. For example, you might want to leave the amount field blank on your monthly utility bill.
Click Remind Me. Then from the “How often” list, choose how often you want QuickBooks to remind you about the transaction.
Example 1 You memorize your rent payment check, your vehicle insurance payment check, and an invoice for a monthly standing order from a customer. Each of these transactions occurs monthly just a couple of days before the end of the month. You could group them together in a group called "End of Month" and have QuickBooks remind you to recall the memorized transactions on the same day each month, or have QuickBooks enter the transactions automatically.
Example 2 You own a health club. Twice a year, you send an invoice to every member of your club for membership dues. You could memorize each person's invoice and then group them all together on your Memorized Transaction List. You can set up the group so that QuickBooks reminds you when it's time to recall and print the invoices.
The names of groups appear in bold; transactions within a group appear indented immediately below the group name.