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January 20, 2022
Question

Can I tell if a journal entry is recurring?

  • January 20, 2022
  • 1 reply
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Where can I find the details of a recurring journal entry?

1 reply

McBrideBookkeeping
January 20, 2022
Hey Judi,

If you go to the gear ⚙️ icon and look under Lists, you should see "Recurring Transactions" there.

Bear in mind, there are 3 types of these:
Scheduled - These automatically post on a schedule, ideal for fixed, unchanging entries, limited use I would say
Reminder - These simply pop up a reminder and allow you to tweak the entry or not post it at all, these are most common /flexible as you can change the details/amounts etc each time you post them
Unscheduled - These are basically templates you can use at will or ignore, the do not post or remind you to post them. Very handy for complex entries you want to use again from time to time.

For more official info go to https://quickbooks.intuit.com/au/resources/product-updates/recurring-transactions-speeding-up-your-processes/

Please mark this answer as a helpful solution if it answers your question
Thanks
McBride Bookkeeping