Recording recurring transactions

Transactions > Recurring transactions > Recording recurring transactions

Recording recurring transactions

For recurring transactions that are not set up to record automatically, you can record:

▪	a single recurring transaction from a transaction window

several transactions at the same time.You can also record a recurring transaction:

▪	in the Reminders window (if you use the reminders option)—see ‘Reminders’.

▪	in the Recurring Transactions List window by going to the Lists menu and choosing Recurring Transactions.

To record a recurring transaction from a transaction window

1	Open the transaction window for the transaction you want to use. For example, open the Purchases window if you are recording a recurring purchase.

2	Click Use Recurring. The Select a Recurring Transaction window appear listing only recurring transactions for this type of transaction.

3	Choose the recurring transaction from the list and then click Select. The transaction appears.

4	If you want, change the date, amount, account, and other details.

5	Click Record.

To record several recurring transactions

1	From any command center, click To Do List. The To Do List window appears.

2	Click the appropriate tab—Sales, Purchases, or Transactions (for all other recurring transactions).

In the list of transactions that appears, you can click the zoom arrow (

) next to the transaction to view it in detail.

3	Click in the select column() next to the recurring transactions you want to record.

4	Click Record. A window appears, requiring you to enter a date for the selected transactions. This is the date that the transactions will be recorded in your journals.

5	Enter a date and click OK.

▪	Recurring transactions

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