Using memorized transactions in QuickBooks

QuickBooks is a wonderful piece of software. He has helped many small business owners to organize their bookkeeping and stay that way.

If you have worked with QuickBooks for a certain period of time, I'm sure you realize there are many little ways to save time. One of those ways is the creation of a transaction stored.

Transactions are stored in one of my favorite features in QuickBooks. In essence they act as role models, so that every time you have operations that are repetitive, you can store in QuickBooks and sparing entering information twice.

This also applies to transactions that have only some of the content expected - for example, the beneficiary is always the same. Time savings in this example will be minimal, but still worth it.

Using stored transactions not only saves time. It also prevents many typing errors, because the fields are pre-filled.

Here are the steps required to create a memorized transaction:

1. Create a transaction that you want to store - a new control, a bill, calendar entry, etc.

2. Click Control + M on your keyboard, or select "save" from the Edit menu.

3. Name this transaction stored. This will help you remember what it is.

4. Select "How many times," "The next to enter" and "Number of remaining payments."

That's all there is to it. To use it, retrieve the stored transaction from the menu list, or use a keyboard shortcut Ctrl + T.

You can always make changes later if necessary.

There are some operations that can not be stored in QuickBooks:

Payroll checks
Record time
Bill payments
Sales tax payments
Received payments or deposits

You can choose different options regarding the manner in which transactions will be added to newly created stored:

1. To have QuickBooks insert them automatically.
2. Ask QuickBooks to remind you to access it.
3. Choose not to be remembered.

The first two options are pretty obvious. Let me explain why you want to option 3.

I use this option very often for operations that serve as models. For example, a journal entry used to record the monthly activity of the bank. He will need many, many changes before it is ready to be published. It 's just a starting point for me when I'm ready to record the activities of the bank for a new month.

In this case I do not want QuickBooks to remind me of this transaction is stored. I would have saved at any time. Instead, I had to waste a click every time by selecting "Cancel" when checked.

I hope you're already using the stored transactions. We encourage you to find even more uses for them. In addition to "normal" operations of QuickBooks, you can use the "template" stored transaction and save even more time each month! ......