Quickbooks online - Duplicate a monthly deposit
I just entered my monthly deposits, say first one has date 1/1/2014, and has 50 entries. Now I need to enter the exact same clients/amounts, etc for Feb, March, etc up to Dec. This are subscription based payments automatically made with cc and deposited in my bank accnt.
Problem is in the "More" button at the end there is no option to 'duplicate', as there is on the 'checks' section. Entering each month manually will take forever.
Any advice or way of duplicating this deposit and simply changing the date to 2/1/2014 ?
Problem is in the "More" button at the end there is no option to 'duplicate', as there is on the 'checks' section. Entering each month manually will take forever.
Any advice or way of duplicating this deposit and simply changing the date to 2/1/2014 ?
ASKER
I am using a Mac. Control + M did nothing :$
You can use the Menus. Edit and Memorize are on the menu.
Also in Mac 2011 and Snow Leopard, the keyboard shortcuts preference works.
Go to System Preferences
Click on Keyboard
Click on Keyboard shortcuts
Select Application Shortcuts
Click the +
Select Quickbooks as the application
Menu Title: Use
Keyboard Shortcut: Command [removed] U
Note I chose to use Command-shift-U as the shortcut. You can put whatever you want as the shortcut.
This will activate the "Use" menu for whichever window you are in so it will also work for any Quickbooks window selection with a "Use" menu.
Go to System Preferences
Click on Keyboard
Click on Keyboard shortcuts
Select Application Shortcuts
Click the +
Select Quickbooks as the application
Menu Title: Use
Keyboard Shortcut: Command [removed] U
Note I chose to use Command-shift-U as the shortcut. You can put whatever you want as the shortcut.
This will activate the "Use" menu for whichever window you are in so it will also work for any Quickbooks window selection with a "Use" menu.
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ASKER
YAY ! .. thanks, I actually had the basic version which does not support recurring transactions. I see the option now that I upgraded, let me try and see if I can do this for past transactions.
(press control + M) or from the edit menu choose memorize.
At this point you can tell QB to enter automatically or you can have it remind you. To enter a memorized transaction that is not automatic, go to the list menu> memorized transaction list and double click on the transaction to enter
To edit a memorized transaction - start like you are going to enter it by double clicking, make your changes and press control + m again- QB will ask you if you want to replace it (say yes - then if you are not ready to save the "in process" transaction press clear (or escape) to exit without saving.
Linda Saltz
QBalance