I have added 5 Memorized Transactions - your basic health care, loan payments, etc. Do I still add the payment in the "Enter Bill" area? If not, is there a report that will show these payments or how do I keep track of the payments made?
Welcome and thanks for joining the Community, @Donna10012018.
I can help walk you through entering the memorized transactions automatically in QuickBooks Desktop (QBDT).
Here's how:
1. Go to List menu at the top, then pick Memorized Transactions on the drop-down.
2. Right-click on the transaction you want to automatically enter and choose Edit Memorized Transactions.
3. Select the radio button for Automate Transaction Entry, then fill in the How Often and Next Date fields.
4. Click OK.
You can also refer to this article for more information: Create and modify memorized transactions.
On the other hand, if those memorized transactions are Checks and directly categorized to an Expense Account, then there is no need to create a Bill or enter it in Pay Bills. But if you recorded these payments under Accounts Payable to a Vendor, then you need to create a Bill and apply the payment.
To track the payments made, you can pull up the Vendor Balance Detail report and customize it to show the payment status. Here's how:
1. Go to Reports menu at the top, then pick Vendors & Payable and Vendor Balance Detail.
2. Click Customize Report and go to the Display tab.
3. On the Columns field, enter Paid and put a checkmark beside it.
4. Select OK.
For your reference, you can also check out this article for further guidance: Customize vendor reports.
That's it! Please let me know how it goes by leaving a comment below. I'm always here if you have any additional questions or concerns. Wishing you the best.
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