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Weekly QuickBooks Tip 3: Memorizing Transactions

by Michelle Ferdinandi

In addition to being able to memorize reports once you have customized them, you can memorize most types of transactions for faster repeated use going forward. You can also schedule the transaction to recur automatically or be reminded to enter it manually.

You can use the Memorize button in the ribbon while in the transaction, or use the Ctrl+M keyboard shortcut. If there are fields that may change each time, just leave them blank. Access your memorized transactions by going to the Lists menu, or using the Ctrl+T keyboard shortcut.