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A
AmandaJ1
July 27, 2022
Question

Memorized Transactions due date

  • July 27, 2022
  • 1 reply
  • 0 views

Hi,

 

Does anyone know how to have a group of memorized transactions that have a bill date of the 1st of the month, have a due date of the last day of the month? Currently when entering a group of memorized transactions for bill date 8/1/22, its saying the due date is also 8/1/22 and we want it to be 8/31/22. I tried creating a terms list and applying it to all the customers, but that didn't work. If I manually enter the statement charge and enter a bill date of 8/1/22, it will only then automatically fill the due date with 8/31/22.

 

Thanks,

Amanda

1 reply

DivinaMercy_N
DivinaMercy_N
July 27, 2022

Hello there, @Amanda. I'm here to ensure you can create a memorized transaction group with the information you need. 

 

In QuickBooks Desktop (QBDT), creating a memorized group for transactions with the same due date is easy. Follow along below to get this done right away:

 

  1. In your QBDT company file, select the Lists menu.
  2. Then, choose Memorized Transaction List.
  3. Next, fill in the needed info such as the group name and frequency.
  4. Once done, select OK.
  5. To add the transactions to that group, highlight the group name and click the Enter Transaction button.
  6. Enter the date as 8/1/22 and 8/31/22 for the due date. 
  7. After that, create a term for 31 days so the memorized group will recognize that this transaction will be due on the 31st day of the month. 
  8. When finished, select the Memorize button. 

 

For reference about the process, feel free to open this article: Create, edit, or delete memorized transactions.

 

Additionally, here's a helpful link that you can use as a guide in modifying the fields on your sales forms: Use and customize form templates.

 

Let me know how the steps go and feel free to add a reply below if you have further concerns about grouping memorize transactions. I'd appreciate any updates about this. Take care and have a good one. 

A
AmandaJ1Author
July 28, 2022

 

When I go to enter the transactions for the group I only get a bill date option (See Attached), no due date option.

 

 

D
DebSheenD
July 28, 2022

Hello, Amanda_J1.

 

You've come to the right place for help with invoices. I'd be happy to help give you more information on the payment terms and get you back to your business.

 

In order to set up your payment terms for invoices, you'll need to turn on this feature in the invoice template settings.

 

Here's how:

 

  1. Click List on the top menu bar.
  2. On the drop-down list, choose Templates.
  3. Double-click the invoice template,
  4. Tick Additional Customization at the bottom.
  5. Put a check mark under Screen for Terms.
  6. Hit OK.
  7. Tap OK again.

 

Also, I've added an article on how to record invoice payments from your customers in QuickBooks Desktop: Record Invoice Payments in QuickBooks Desktop.

 

Feel free to leave a comment below if you've got any concerns about managing your memorized transactions. I'll be around to help you achieve your goals. Have a nice day and take care always!

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