Feature to Clone Invoice or PO?

Yeah. That's a "memorized transaction."

Not really. What I want is a one-time activity, and it's not worthy of setting up infrastructure or lists of memorized transactions.

1) Memorized transactions would be slower. The feature I am asking for let's me grab a PO I write once every two years and just create it immediately. You simply select the old PO, hit a clone button, and you are done except for saving it.

Using Memorize Transaction, you have to find the document, memorize it, then you have to pull up a list of memorized transactions and go through those and locate the one you want. If you are overusing Memorized Transactions to clone every arbitrary business document you might occasionally need, this list is likely to become very long, and navigating it could become non trivial.

3) You have the effect of making the memorized transactions you actually do regularly and want to be able to find potentially difficult to find. You hide the 20 you care about among 200 you needed once. What if you have forgotten that you already created a memory transaction and you name it differently? Now you have to encounter the same document different ways as well. The list has the potential to grow long, use inconsistent naming conventions for transactions, etc. I like a short memorized transaction list that has really critical repetitive things on it (monthly rent checks for example). 4) Since everyone who posts to newsgroups appears to be high IQ and very computer literate, it will be very difficult for some to accept, but most of the people who do data entry on these systems are not brain surgeons. Most are computer adverse individuals, and many lack abstract thinking skills, organization skills as relates to computer applications, etc. It is very difficult to train many finance people in abstract copy and store and retrieve ideas. It's hard enough to get them to do a Find function. Instructing them to learn how to memorize, how to use consistent naming conventions for the memorized transaction, how to locate the memorized transaction, and then how to create the real document from the memorized one is not something I would look forward to doing. People would end up just recreating the document from scratch because they cannot figure out how to do it the "automated" way.

Memorize invoice. In name field use TEMP COPY.

After the first time, QB will give the message TEMP COPY already exists, replace?

Have them click yes.

I *wish* a "Duplicate" feature existed in QB. Help those of us who'd like to see it appear by using the Help > Send Feedback menu option. Hopefully they'll add the feature sooner rather than later.

-- Tara

There is a short cut keystroke Ctrl+O to copy a transaction and Ctrl+V to record it and you can make the adjustments you need to it, but you have to locate it in the Register first. I have tried and tried, and frankly, it is a lot faster to set up a Memorized Transaction for it. Just make it the first or the last in your Memorized Transaction List.

Cat

No such thing as a "cloned" transaction.

You should only memorize the transactions you will use more than once, such as loan or lease payments, rent cheques, bank charges, monthly invoices to customers for set amounts etc.

When you have a memorized transaction, you give it a meaningful name. This way it does not get "lost" in a sea of MT's.

Stephanie Wells, ICIA Durham Business Outsource Member, Canadian Bookkeepers Association QuickBooks Pro Advisor

77 Linton Avenue, Ajax, Ontario L1T 2V5 (905) 683-5245 Fax (905) 683-3267

What is the context where you do those short keystrokes? I cannot get them to work in the register or inside of a check payment.

What version of Quickbooks do you have? Probably those are newer features.

If in register view and you select a transaction and do Ctrl+O and then Ctrl+V, does a new transaction window come up with a copy of the original transaction, and then you can fine tune that before saving?

I am using QB's Premier 2006 Contractor Canadian edition. I open up my cheque register. I find the item in the register I want duplicated. I click on it once to highlight it, CTRL + O, go to the next open line in my register, click once and then CTRL + C. I double click on the new item to open it up and then I can edit the cheque number, date etc.

Cat

Will wrote:

Apparently this feature is not in QB 2004.

The OP is looking to duplicate Invoices & Sales Receipts, not checks.

Best,

Peter