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June 5, 2024
Question

Where do I find my memorized transactions that I had in desktop?

  • June 5, 2024
  • 1 reply
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I recently switched to online and can't find memorized transactions which made it easier to just copy and edit.

1 reply

June 5, 2024

Hello mgra-mts-net,

 

Welcome to Community!  I would be happy to provide some insight regarding your memorized transactions, when converting your data to QuickBooks Online.  

 

Migrating from QuickBooks Desktop to QuickBooks Online, does have some limitations on the data that can be imported.  Although most transactions, reports and other data can be imported successfully, memorized transactions, audit trails, pending sales and others cannot.  You can follow this link to Learn how features and date move from QuickBooks Desktop to QuickBooks Online.  If you're currently subscribed to QuickBooks Online Essentials, Plus or Advanced, you will have the ability to create templates for Recurring transactions.

 

If you have any other questions, reach out again.  We would be glad to assist!