Question

Memorized transaction deleted, still records each month (weird?1#@)

Forum|Forum|6 years ago
April 29, 2020
3 replies
0 views

Has anyone come across this problem? I have many memorized transactions. There are about 200 memorized Customer Invoices that get recorded at the beginning of the month. If a customer no longer desires the services I should be able to delete the memorized transaction and it should no longer record it the following month, but yet it does. Not sure why or how to correct. I have looked for duplicates and that is not the issue. ( Using QBs Desktop Enterprise 18.0 for windows. Have several users with varying degrees of security clearance) Would the non admin user have anything to do with this ?

Any ideas??

Thank you!

QuickBooks Desktop

katherinejoyceO

Hello there, @CBS3601.

Thanks for visiting the Community. It could be that your memorized transactions list is damaged, that's why it keeps coming back and record each month even it's already been deleted.

Let's repair the re-sorting the list to resolve the issue. Here's how:

Go to the List menu, then select Memorized Transactions List.
In the Memorized Transactions drop-down menu, select Re-sort List.
Click OK to the prompt "Are you sure if you want to return this list to its original order".

This will remove the deleted memorized transactions from the list. You can check out this link for more details: Re-sort lists.

For future reference, read through this article: Verify and rebuild data. This helps you fix the most data problems in case the same issue persists.

Feel free to visit again if you have additional questions. I'm always delighted to help you some more.

C

CBS3601Author

Thank you, I won't know if that worked until next month when all the memorized transactions run. Crossing my fingers. Yes I do know about the data verification & Rebuild. That did not work on this situation.

thanks again :-)

C

CBS3601Author

The fix you suggested did not work. Is there anything else we can do to fix it?

R

ResortInternet

Oh my goodness, this is happening to me as well. Sounds like QB just keeps telling everyone to do the same things and people are responding that it doesn't work. Thanks for all the tips, I will try what I can, but honestly how frustrating and QB NEEDS to get this solved quickly!

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Cici3883

The whole rebuild and file doc doesn’t work but I’ve found a “work around”! Pull up your memorized transaction list, right click and select edit memorized transaction. You will then select never under the how often tab. Then select ok. You can then right click and delete the memorized transaction. It’s never really “gone” it just won’t re-enter the transaction. This was a very frustrating problem until I figured this out!

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cathy707

I've had this issue on and off for years. Every answer I've gotten from "tech support" is the same and never helps. I did a deep dive last week and guess what...... I sorted it out. I've had over 2k and counting in my reminders in a big traffic jam and there was no way to get rid of them. I had a few that we would have to delete the errorantly created invoice each month

So the memorized transaction list is kind of a window or a shell and has little functionality. I explored around and finally I went to reports> lists> memorized reports listing (NOT the memorized transactions list) this will look more like a quick report. And guess what all the deleted transactions were in this list. Some were deleted without changing the "do not remind me" and so this phantom transaction would pop up every 4 weeks and just cause a big problem. Change them all to "do not remind" and all these stupid transactions will not be seen again. Thank you and you're welcome!!!!

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