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Chapter 7. Using Timesaving Features > Memorizing Transactions

Memorizing Transactions

In QuickBooks, you can memorize any transaction you want. Wait until you see how much time you save when you use this feature. You can memorize transactions that you re-use frequently, or memorize a transaction that you might not use often but that is time consuming or complicated to create. Here's an example of a purchase order for several items you order frequently. 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.

Memorize a Transaction

Select Vendors, Create Purchase Orders to open the Purchase Order window.

Enter the Vendor name.

Enter the items you normally purchase from this vendor, leaving the quantities blank.

Press Ctrl+M to begin the memorization process.

Enter a unique name for this transaction.

Select Don't Remind Me.

Click OK.

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


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