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ginatorres
October 31, 2023
Question

apply memorized transactions without opening and closing Quickbooks - Desktop 2020 - Premier Prof. Services

  • October 31, 2023
  • 1 reply
  • 0 views

Running Quickbooks Desktop 2020 - Premier Prof. Services edition 

 

We have several memorized transactions set up.  My question is how to get these memorized transactions applied without having to close and reopen the program?  I was under the assumption that once it was set up it would automatically log the transactions rather than me having to close and reopen the program when reconciling in order to see them.  

    1 reply

    R
    Rea_M
    October 31, 2023

    Hello, Gina. 

    I want to ensure that I can offer the best answer to your concern. But I need more information about what you're going through. 

    Can you share a screenshot of how you set up your memorized transactions? If you've set them up correctly (How Often and Next Date information), they should automatically be applied accordingly.

     

    Furthermore, I'd like to verify if you're in the process of setting up your memorized transactions or doing your reconciliation. Any additional info will help me provide the appropriate resolution of the issue.

     

    Keep me updated in the comments below. Hope to hear from you as soon as possible. Take care and stay safe!

    G
    ginatorresAuthor
    October 31, 2023

    Hi Rea, thanks for replying!  Attached is a screenshot of the list of memorized transactions which were set up at the beginning of this year and occur on a monthly basis.  I was in the process of reconciling September and beginning reconciling October (so they should have already occurred based upon the dates) and was not able to see them for either month until I closed and reopened the program when a pop-up appears asking if they should be logged and I click OK - then they appear.  

    DHeraV
    DHeraV
    October 31, 2023

    I appreciate your prompt response and providing us with additional details about your concern, Gina. Rest assured, I'm here to assist you in resolving this situation and getting you back to working order.

     

    To help get past this, let's perform a series of troubleshooting steps. Let me walk you through the steps for a seamless process.


    First, make sure to turn off pop-up messages in your QuickBooks Desktop (QBDT) file. Here's how:
     

    1. In QBDT, go to the Edit menu, then select Preferences.
    2. In the General tab, turn off pop-up messages for products and services under the Company Settings section.

     

    Let's then open a sample company file to determine whether the issue lies with your company file or QuickBooks. Here's how:

     

    1. Open the Windows Start menu.
    2. Press CTRL on your keyboard and select QuickBooks. Don’t let go of CTRL until QuickBooks opens.
    3. Select Open a Sample file.

     

    If memorized transactions are being applied without closing and reopening the program while using the sample file, your QuickBooks may be experiencing data damage. This issue can be resolved by repairing your company file using the Rebuild Data tool. Here's how:
     

    1. Go to the File menu, then hover over Utilities and select Rebuild Data.
    2. On the QuickBooks Information window, select OK. Follow the onscreen steps to save a backup.
    3. Let the tool repair your file. It may take some time. QuickBooks may seem stuck, but as long as you can move your mouse, the tool is working.
    4. When the tool finishes, select OK.
    5. Go to the File menu. Then hover over Utilities and select Verify Data.
    6. Let the tool check your file for data issues.

     

    If the issue persists and you continue to encounter the same result, I suggest referring to this article for additional troubleshooting steps that you can perform: Repair your QuickBooks Desktop for Windows.
     

    Let me know how things are going by leaving a reply below. I'm ready to provide any necessary assistance you may need.

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