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donna45
Jan 8, 2020 8:28 PM UTC
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I set up a recurring journal entry (unscheduled) as I want to post only when needed. How do I post the entry? The entry is in balance.

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Rustler
RustlerAnswer
Jan 8, 2020 9:39 PM UTC

memorize the journal entry and do not schedule it

then bring up the list of memorized transactions and use it when needed

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8 replies

Rustler
RustlerAnswer
Jan 8, 2020 9:39 PM UTC

memorize the journal entry and do not schedule it

then bring up the list of memorized transactions and use it when needed

ehughes
Mar 11, 2020 3:26 PM UTC

I see this is 2 months old, but for QBO you would go to the gear in the upper right corner, and Lists > Recurring Transactions. 

    SunChasersMD
    Aug 11, 2020 9:54 PM UTC

    I have this same question. Neither reply fully answers the whole question.  Once the Recurring Journal entry is set up, as unscheduled, and you go into the Recurring List and choose it, how do you enter it?   There is no 'save' button.    The only things you can do are  'save template', 'reverse' or 'cancel'. 

    Please tell me what I'm missing?

      GraceC
      Aug 11, 2020 11:16 PM UTC

      Hello there, @SunChasersMD.

       

      The save template option is the default option when saving recurring journal entries in QuickBooks Online (QBO).

       

      Once the transaction is needed, you can click the Use option. Just follow these steps:
      1. Click the Gear icon on the top menu.
      2. Choose Recurring Transactions under Lists.
      3. Select the invoice template and hit the Edit link under Action.
      4. In the Type field, make sure you selected Scheduled.
      5. Tick Save template.

      For more details about this one, you can check out this article: Schedule recurring transactions created with a template.

       

      I have articles here about managing your recurring template:

      Should you need anything else, don't hesitate to leave a comment below. I'm always right here to help.

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