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R
rogi
May 23, 2024
Question

Memorised Transactions in QB 2020 Desktop

  • May 23, 2024
  • 1 reply
  • 0 views

I set up about 10 Memorised Transactions and used them to reconcile few months banking.

Afterwards I closed QuickBooks.

Couple hours later I opened QB, but the Memorised Transaction List was completely empty.

I setup few memorised transactions again and proceeded with additional bank reconciliations.

Closed QB - reopened - same problem.

Memorised Transaction disappeared.

Any advice how to fix this problem?

1 reply

H
Henock K
May 23, 2024

Hi rogi,

Welcome to the Community. QuickBooks Desktop is a flexible program that simplifies the way you manage your books. I'd be glad to point you in the right direction to get the support you need so that you can get back doing what you love.

 

I encourage you to reach out to our customer support team to take a closer look at the memorized transactions in your account. You can review this article to contact our support team.

 

Let me know if you have questions, I'll be happy to help.

R
rogiAuthor
May 25, 2024

Thanks.  I called support, but that was kind of useless.  Service guy did not even understand when I explained what the problem was - just told me that QB Pro 2020 Desktop is no longer supported.

I run 2 different companies using exactly same software - one for decades without a problem.

Problem with the Memorized Transactions "disappearing" started in a new company, that was just set up with an opening Trial Balance - no problems so far.

I started posting banks, and some other GL entries - and to save time I memorized some typical transactions (nothing automated) - as long as company stayed open - the Memorized Transactions showed and I could use them.

After entering about 6 months - saved backup an closed company.

When I re-opened it next day - absolutely Nothing in Memorized Transaction list.

I seem to remember that an Update popped up and I run it - but it showed "nothing downloaded"?

Tried Verifying data - showed no error.

Any advice would be greatly appreciated.

BR

Igor

 

R
rogiAuthor
May 25, 2024

Hi Henock,

I told the Customer Service guy that it was an Installation of a New company, and according QB post (that you sent me) that is included in Service after 12 months.

  • If you need to create a new company file or convert a company file from another version.
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