Memorized Transactions not Auto Entering & Items Print Jumbled on Reports
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I just converted to Quickbooks for Mac 2009. Everything was working just fine on 2007. Now all of my memorized transactions I have setup will not automatically enter. Also, when I print a report that shows items on invoices, the new invoices I've created since the conversion show up all jumbled and you cannot read them.
Help!
Answer
Hi Melissa, product development did just uncover an issue with memorized transactions not firing under some circumstances. I'd be happy to 'take a look' at these with you to see if yours meet this 'condition' that causes them not to auto-enter.
I'm also very curious to see what you describe with 'items all jumbled' on reports/invoices.
Tell me a little bit more about where you're seeing this 'jumble' and we'll get you straightened out, okay?
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We're having the exact same problem with memorized transactions. They simply stopped working.
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I am also having the same problem. All of my 400 plus memorized transactions have stopped working. I am not looking forward to re-entering them all or having to manually enter them all.
With a small business whose main purpose is not accounting, disruptions like this are quite serious to the business when I could be spending time doing other things.
Is there any quick way to fix this?
Thank you.
Answer
petersenk1511, the auto-entering memorized-transaction issue for QuickBooks 2009 for Macintosh was resolved with the last update (R4). Make sure that your QB09Mac is up to date.
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.
Answer
Hi everyone,
Here at QuickBooks for Mac, our team has identified the problem with memorized transactions not being automatically entered. This problem is for the R4 release of QuickBooks 2009 for Mac only and only memorized transactions with the Automatically Enter option selected. (You can see what release you have by choosing Help > Product Information.) We will have a fix out soon but in the meantime, there’s a work around.
1. Open your memorized transaction. (Choose List > Memorized Transactions then double-click the transaction name.)
2. Enter a number for Number Remaining. Be sure to enter a high number, such as 999.
3. Click OK.
If you’re already using the Number Remaining option you should be fine as long as the number does not decrease to 0.
We apologize for this inconvenience. Stay tuned for news of the R5 release with a fix for this problem.
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Hi Debi,
I respectfully disagree, as you can see the comment from Shelbelle, it was R4 itself that caused the problem, not the fix.
At least there now seems to be some work-around. My suggestion to the folks here - make this a more prominent answer! After originally posting here, I could not find this thread again by searching the quickbooks site itself. I had to do a google search, which brought me to a mac site, which included a link from Ian Vacin, back to here. This is a major issue for many Mac users and should be called out on the home support page.
Kat
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Ppetersenk1511, but at the time R4 came out it did resolve a problem with memorized transactions not entering. However, a new problem became apparent afterward, that being the one described by shelbelle_qbmac.
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.
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Let's get that R5 released, please. The fix is very annoying for a substantial number of transactions.
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I am working with Mac 2009, R6 version. I became frustrated with my memorized transactions not working, (in R6 - not R4 or R5), and read through many of these posts. I caught one small side comment by someone that made it work for me. I had already entered the 999 in the number remaining field.
You need to shut down your program, (or close your company, or some other variation I don't know specifically), and when you start up, it will prompt you to process your transactions.
I simply have no need to shut down Quickbooks as I am working in it daily.
Quite frankly, I would assume when a function option says "Automatically Enter", that this does not mean in reality, "shut down quickbooks, and when you open it, the program will ask you if you want to enter this transaction". As someone said in another post, I still consider this a bug, or poor design that needs to be addressed. But in the meantime, I hope this helps those who are still confused as to why your memorized transactions are not working.
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As I understand things, QuickBooks gets its internal date for "today" at the time it launches. That's how it's designed.
If you keep QB running into the next day, its internal date is still the one from the day before. I'd guess that's the reason it doesn't automatically enter what it thinks are the next day's memorized transactions.
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.
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web_designer, QB checks the system date and holds that value only once, at startup. This is the only way that QB knows what "today" is and can therefore trigger memorized transactions based on the system date.
It may be your habit to allow the software (and your machine) to run continually, but having worked with computers and software, I've found it "safer" to reboot the machine and all programs daily. But that's my personal opinion.
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My issue is that when I try to add a memorized transaction to ical, I have the following issues. I'm running R5.
1) Click Show In ical while memorizing a transaction - "The file is already linked to another calendar. By creating the new iCal event you will be unlinking the original calender. This will remove any existing references to the original calendar."
What file, what calendar?
The click OK - "The title Digicraft is already in use. The title of a calendar must be unique."
I have not calendar called Digicraft. Or is that referring to my company name?
All I want to do is have ical alert me on the first of the month to send out a few invoices. How to accomplish this?
Also, can I delete memorized transactions?
Answer
One more thing, after clicking ok on the previous error "Digicraft name already in use", I get another error dialog box, "The (null) calendar was not found. You cannot add, remove, or modify events in the (null) calendar."
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Relaxedguy, please start a new discussion. Yours isn't the same problem as this one addressed. You'll get better help in your own thread. :-)
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.
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TrudyWen, this discussion is about QB 2009 for Mac. You need to start a new one in one of the Windows forums. :-)
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.
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I've seen others report the non-entering memorized transactions for QB 2009 Mac.
Intuit friends, is anyone looking into this?
Debi
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.