Memorized Transaction (Quick Books Desktop)

Hi there Shaunne,

I love that you've been using the Memorized Transactions feature in QuickBooks Desktop to automatically create and manage your repeated transactions. This is a great feature and it makes doing your books so much simpler. Let me go over how the change was made to your memorized transaction.

The account that your memorized transaction is expensed to wouldn't have been changed automatically. If the account that was being used was deleted it may have caused a change, but checking out the Audit Trail report is the best way to find out how this happened. Click Reports from the top menu, then choose Account & Taxes. Select the Audit Trail report. 

From there you can choose to Customize Report in order to filter for the type of transaction and the date. Now you'll be able to take a look at when this transaction was last modified so you can better understand how the account changed. If you need to edit the memorized transaction to correct the account, just follow the steps below:

1. Navigate to the Lists menu, then choose Memorized Transaction List.
2. Double-click on the transaction you want to modify.
3. Make the appropriate changes.
4. Hit Memorize at the top of the page.
5. Select Replace to update the transaction, or hit Add if you want to make a new transaction.
6. Remember to hit Save & Close or Save & Next when you're finished.

Let me know if there's anything else I can do to help you. It's what I'm here for!