How to Create Memorized Transactions in Quickbooks You can memorise a transaction by following the procedures listed below: Step 1: First and foremost, enter all transaction data and double-check them; do not save them. Make sure to leave any details that may change from period to period blank, such as memo number, posting date, and so on. Step 2. Select Memorize from the Edit menu, give it a name, and then select either 'Add to my Reminder list' > and 'How often' to determine the frequency, or 'Do not Remind me'. In this case, the transaction will not be put to your reminder list, but you can still use the template. Finally, select Automate transaction entry > input the frequency and next date fields. When the transaction is due, it will be posted automatically. Step 3: Now fill in the rest of the required information and click Ok. Then select Save and Close and click Next again.