How to Memorize Invoices in QuickBooks

QUESTION: Is there is a way in QuickBooks to create an invoice one time and then have QuickBooks enter it every month for the next year.

ANSWER: Yes. In QuickBooks this is called, Memorize Transaction.  To memorize the invoice do the following.

1. Create the invoice for the current or upcoming month.

2. Go to the Edit drop down screen and choose Memorize Invoice (or CTRL + M).

3. In the Memorize Transaction box

• Choose Automate Transaction Entry 
• How Often choose Monthly 
• Next Date choose the date of the next invoice after the one that is on the screen 
• Number Remaining is how many after the one that is on the screen in this case 11 
• Days in Advance to Enter is when you want the invoice to enter into your QuickBooks

That's it, just that simple.

You can also memorize bills, checks, sales receipts, and credit card transactions.