QuickBooks for Mac 2014 User’s Guide 98
5 In the Next Date field, enter the NEXT service date in your billing cycle. For example, if the service
date for the statement charges is February 1st and you bill monthly, you would enter March 1st.
Step 3: In the A/R register (or the individual customer registers), memorize each statement charge that you
entered:
1 In the register, click the statement charge.
2 Choose Edit > Memorize Stmt Charge.
3 (Optional) In the Memorize Transaction window, change the name of the transaction. This affects
how QuickBooks lists the transaction in the Memorized Transactions list — it does not affect the
transaction itself.
4 Click “With Transactions in Group.”
5 From the Group Name list, choose the memorized transaction group you just created.
When you have finished
QuickBooks automatically enters the statement charges for each billing cycle. All you have to do is print and mail
the statements.
Stopping automatic entry of a charge
If you enter statement charges automatically but no longer need to charge a particular customer, you can remove
that customer from the memorized transaction group.
1 Choose Lists > Memorized Transactions.
2 In the Memorized Transaction list, select the customer. You'll find the customer in the list of names
immediately below the name of the memorized transaction group.
3 Choose Edit > Delete Memorized Transaction.
Memorizing charges for new customers
If you enter statement charges automatically, you can add new customers to the memorized transaction group
you originally set up to enter the statement charges.
To memorize charges for new customers:
Step 1: For each new customer, enter the statement charges you want QuickBooks to enter automatically.
Step 2: Memorize the statement charges and add them to the memorized transaction group.
1 In the A/R or customer register, select the statement charge.
2 Choose Edit > Memorize Stmt Charge.
3 Click “With Transactions in Group.”
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