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'but it generated transactions for all of 2017 that keep popping up on the reminder screen when I open QB saying I have 27 transactions to enter now. I do not want to enter them and can figure out no way to delete them without actually creating and then going in and deleting each one?!' Think of Memorized Transactions as 'recipes.' They Don't Exist, but you told the system What to do and when and how. You set your for Automatic = ask my permission.
So, click 'Not Now = Later.' Now open the Lists menu Memorized Transactions List. Here they are. Right-click one to Edit the instructions, such as Reset the schedule, or change it to Do Not Remind Me, to leave it on the list for manual needs. Or, Right-click and Delete it = remove it from here, entirely. To use them Manually you would Double-click it to Trigger it.
'but it generated transactions for all of 2017 that keep popping up on the reminder screen when I open QB saying I have 27 transactions to enter now. I do not want to enter them and can figure out no way to delete them without actually creating and then going in and deleting each one?!'
Think of Memorized Transactions as 'recipes.' They Don't Exist, but you told the system What to do and when and how. You set your for Automatic = ask my permission. So, click 'Not Now = Later.' Now open the Lists menu Memorized Transactions List.
Here they are. Right-click one to Edit the instructions, such as Reset the schedule, or change it to Do Not Remind Me, to leave it on the list for manual needs. Or, Right-click and Delete it = remove it from here, entirely.
To use them Manually you would Double-click it to Trigger it. I am running into the same problem. I adjusted a memorized group to go on Sept 1, 2018 but it still comes up on startup as wanting to enter the group on August 1st. How do I remove the prompt at start up. And yes, I did try to change the memorized transaction to enter manually but that didn't change the prompt at startup. It seems that once the transaction is set to go there's no stopping it.I really don't want to say yes to the prompt and then remove each transaction that it created from the books.
There must be another way to remove the prompt. You Edit either the Group or, individual transactions to Change their Schedule, to change them from/to Automatic, etc. This is not changing the Transaction; it's changing what the Memorized Transaction List is supposed to do about it.
If you have something that is Not to be created, in a Group, Edit that One and Remove the checkmark to remove it from the Group. Don't leave it in the Group and intend to Not have that Group Thing happen to it. Changing to Manual, but leaving a Historic Date, means you still get a Pop up. One is Reminder and the Automatic = Permission pop up. Different Pop ups. 'I edited the group to September 1st and I am still getting August 1st. There doesn't seem to be a way to remove the history without deleting the group.'
Don't Delete the Group. Open that List and look at the little handles on the left = This is a Basic List Management task. Make a New Group. Click and drag them into the New Group. Now delete your Old Group. 'I tried every option under Edit Group and I still get the pop up.' Add to my reminders list' - still get the pop up, 'do not remind me' - still get the pop up, 'automate transaction entry' with ' as the 'next date' and still get the pop up.'
Things get corrupt, especially across years of updates. Make a New Group and slide everything there. 'I do not want to delete a transaction, I want to remove the reminder from the Enter Memorized Transaction prompt when the company file is opened.' Yes, I understand this. I use the functions for 84 entries every month, and about 3 dozen at year end. 'The actual Memorized Transaction List that I can edit after startup has already been modified to reschedule the transactions, but these old prompts continue to appear.' Then perhaps something is corrupt in your file.
Edit the transactions to confirm their settings because that is the Only place this is controlled. You set it for Remind Me, or Automatic (nearly all of mine are Automatic, which means it asks my Permission), or Do Not Remind Me.
Confirm the setting, in the list, and/or edit them to examine them. 'I want to delete the prompt, not a nonexistent transaction.' Yes, I understand this. Have you tried File menu Utilities, Rebuild this file?
Then, Delete the entry in the List will remove the Instructions entirely. Or; Edit the entry in the List = change its behavior.