To begin, 'Enter the transaction' in the same way that you want it to be memorised.
The following step is to go to the 'Edit menu' and select the 'Memorize option' from there.
To 'Memorize the transaction,' the user must first press the 'Ctrl and M' keys together, followed by a click on the 'Memorize' icon.
Following that, the user must input the name of the transaction that is being memorised. The name you enter should be the one you want to use in QuickBooks to handle the transaction.
Add the following to my to-do list: The next step is to add the item to the reminder list. Three basic actions can be taken in order to do this:
The first step is to go to your recall list and 'Add the memorised transaction.'
Following that, the user must specify 'How often the user wants the reminder to occur.'
The final step is to 'Enter the transaction next date,' which is the date when the transaction is due.
Another scenario is when the consumer does not want the software to remind them about anything. In this scenario, the user must pick the available 'Do not remind me' option, and the transaction will not be remembered.
Transaction input by robots: In this scenario, the transaction will be entered automatically when it is due. This implies that the QuickBooks programme will input the information for you, and you won't have to worry about it.
The first stage is for the user to specify how frequently the software should complete the transaction.
After that, you'll need to input the next due date for the transaction.
This means that the user will have to fill in the fields for how often and the next date.
Notes: The first thing to do is make sure that the 'Next Date choose' is set to a future date due to the automatic scheduling.
The user must ensure that the 'Next Date transaction' is included when filling out the number of remaining fields.
Another thing that the user should be aware of is that if the user wants to input any other critical information in the Transaction, he or she must do so before tapping on 'OK.'
The final and most crucial step is to input the memorized transaction' by clicking 'Save & Close' or 'Save & Next.' If the user is merely inputting transaction information for future use, select the 'Clear button' and close the window.