Recurring JE

Hello, Deb-J.

Thank you for turning to the Community for support. I'm happy to provide some info about recurring transactions in QuickBooks Desktop.

Recurring transactions are also referred to as memorized transactions in the Desktop program. Here's how to create a new one:

1. Enter the transaction the way you want it to show up each month. Don’t select Save. If a field contains info that may change, leave the field blank. For example, leave the Memo field blank on a recurring check so you can enter a different memo when you need to.
2. From the Edit menu, select Memorize [Transaction Name]. For example, Memorize Check.
3. Enter a Name. Then, select how you want QuickBooks to handle it.
   - Add to my Reminders List.
   - The transaction will be added to the Memorized Transactions section of your reminders list. When you choose this option, fill in the How Often field.
   - Do Not Remind Me.
   - The transaction won’t be added to your reminders list or added automatically. You can use this as a template for transactions that repeat from time to time.
   - Automate Transaction Entry.
   - The transaction will be entered when it's due. When you choose this option, remember to fill in the How Often and Next Date fields.

The following article provides additional details about creating, editing, or deleting memorized transactions in QuickBooks Desktop. 

Please don't hesitate to drop a comment below if you have any other questions. The Community always has your back.