Filling out invoices the first time can be a pain, especially if they're lengthy. But doing the same thing repeatedly if the identical invoice recurs regularly? No need.

QuickBooks can memorize a variety of transaction types, including invoices, purchase orders, and bills. After you've memorized them, you can edit, reschedule, and delete them, as well as group them if more than one will be dispatched on the same day. Here's how.

A familiar start

Let's say you're starting a new job providing regular training for a client; it's always four hours, every Monday, for 12 weeks. First, find or create the invoice.

After you've found (or created) the invoice, then click Edit | Memorize Invoice. This window opens:

 Figure 1: You'll define the terms of your memorized transaction in this window.

The client's name will already be filled in. You'll first have to decide whether you want to just be reminded every week (the tickler will appear in your Reminderslist) or whether you want QuickBooks to automatically enter the transaction. Click the appropriate button, or Don't Remind Me if you have another way to remember.

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