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:

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

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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

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

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

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

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

Click Record.

To record several recurring transactions

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

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.

Click in the select column(

) next to the recurring transactions you want to record.

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.

Enter a date and click OK.