Skip to main content
E
Elm 12
January 13, 2025
Question

Memorized transactions

  • January 13, 2025
  • 1 reply
  • 0 views

I bill my customers on a quarterly basis through memorized transactions. The transactions apply the same amount to everyone in the same group. We are having a rate increase and I would like to know if there is a way to enter the new rate without having to enter each bill individually to each customer.  There are over 200 customers. 

 

Thank you,

Doreen

1 reply

J
JeraldR
January 13, 2025

The option to input the new rate in the bill for the memorized transactions is unavailable, @ELM. As a workaround, you'll have to manually update the rate for each bill to ensure that the rates are accurate and reflect any changes that may have occurred.


In the meantime, we encourage you to submit your requests to our product engineers through the feedback system. Your input is crucial in shaping the future features of our product. Here’s how to do it:

 

  1.  Go to the Help menu.
  2. Select Send Feedback Online.
  3. Click Product Suggestion. 

 

Once the customer pays their invoices, you can proceed to record their payments. Check out this article for further guidelines: Record an invoice payment. 

 

Please know that your input is valuable, and I'll strive to provide the necessary details to help rectify your QuickBooks-related concerns. feel free to use the comment section so I can interact again. Keep safe, and have a good one. 

Terms & ConditionsAccessibility statement