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TFaisal
May 3, 2024
Question

Recurring invoices in Past wont trigger on their own

  • May 3, 2024
  • 1 reply
  • 0 views

I have just started using QB desktop for an organization which has a lot of back logs, therefore I had to generate invoices from 2019 onwards for some customers, most customers had 48 installments on a monthly basis of similar amounts, therefore, I wanted to use recurring invoices for which I set up automatic generation through the memorise invoice option, ideally after doing so all invoices should have been automatically generated, however this was not the case, I had to manually trigger the memory 48 times for the transactions to be posted, I tried logging out and back in but this was of no use.

I need to figure out how I can post all transactions in the past in a single go, please help me

1 reply

MariaSoledadG
MariaSoledadG
May 3, 2024

Let me guide you on how you can post your previous transactions, Faisal. 

 

When you memorize a transaction, this will remind you every time your transaction is due. This means that the feature is designed for your future transactions and not for your past invoices. You'll have to generate invoices for your 2019 transactions instead manually.

 

Moving forward, ensure to select the Automate Transaction Entry option so the transaction will be entered when it's due and be able to produce a memorized transaction. 

 

 

Furthermore, QuickBooks offers different reports that you can choose from. You'll only have to customize them to ensure you'll get the data you need for your business. I've added this article for more details: Customize Reports in QuickBooks Desktop.

 

Post your reply below if you have any other concerns about generating previous or memorized transactions. I'll make sure to help. 

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