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01/26/2012 at 02:08PM PST
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DeidraW
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DeidraW
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07/01/09 5:49am PDT
Viewed by asker 07/03/09 11:13am PDT

Deleting Duplicate memorized transactions

US QuickBooks Pro for Windows : 2009

QB is duplicating my memorized transactions. I can't figure out where to go in and delete the duplicate so I can not have 2 of the same invoice every time. When I make changes to a memorized transaction, QB does NOT ask me if I want to replace the memorized transaction, so I beleive that the duplicates are created when I have to make changes to an invoice. How do I stop this and how do I delete the duplicates? They are not listed separately in the Memorized List - so where else do I look besides the invoices dated that day and delete all the extras?

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Debbie
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07/01/09 6:37am PDT

Are you rememorizing it? Are you changing an the already entered invoice and entering it again? Do you have the memo trans to be entered automatically? QB does not do things by iteslef - unless you told it to.

The procedure on memo transactions is to create the original. Then memorize it putting in the parameters: Automatic, Don't remind, me, Remind me. If you want to change a memo transactions, pull it up from the list. Unless you click memorize THIS one, it will not overwrite what you already have in the memo list. To get the REPLACE to come up, you much click the memo from the list and go to EDIT > Memorize transaction again.

Hope this helps! If so, please mark Solved. If not, just ask more questions. Thanks so much.

Debbie

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07/03/09 11:13am PDT

Thank you. You are correct, I think that is how I did it before and didn't realize what I was doing at first.

The problem I have now is how do I delete the duplicates that were created? There aren't separate listings in the memorized transaction list, so there is no where I can go to delete what it already created as a duplicate, All I do now is choose invoices dated today (which the memorized ones only go out on the 1st of every month), and then weed through and delete any duplicate invoices. How do I STOP duplicates from being created in the future?????

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How to stop creating duplicates: When you need to update a memorized transaction, such as changing an amount of a memorized invoice so the next month shows a new amount, you open the memorized transaction list and double-click ("trigger") the invoice. Now that it is open, update it. Then, Memorize it. Choose Replace. Now, CLEAR it. This will be a REAL invoice unless you CLEAR it. Then, close the invoice window.

If this answers your issue, please click on Solved and that will close your topic. Otherwise, let us know if you have more questions.

If this post answers your question, please give a "thumbs up" or mark this Solved to let others know about it.
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