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July 29, 2025
Question

Memorized Transactions Groups

  • July 29, 2025
  • 1 reply
  • 6 views

I use QB Desktop. The memorized transactions groups I have stopped opening to allow edit or delete. Any suggestions?

1 reply

Level 8
July 29, 2025

Hi, @HEAVNBND. Memorized transaction groups won’t open for editing or deletion if the transaction has been deleted, the Automate Transaction Entry option is chosen, or the Do Not Remind Me option is selected.

 

You can check this from the Memorized Transaction List by right-clicking the transaction group name and then selecting Edit Memorized Transaction. Make sure that the memorized transaction has been added to the group and it is set to Add to my Reminders List. I've added a video snippet for visual reference:

 

You can reference this article for more details on managing and creating memorized transactions: Create, edit, or delete memorized transactions.

 

Please comment if you need more assistance.