To display a list of recurring General Journal templates (and record them, if you wish)

If you haven't already read the General Journal Entries Overview, see Using recurring General Journal templates for more information.

The To Do List window should be displayed.

  1. Click the Recurring Transactions tab in the To Do List window to display a list of all your recurring General Journal entries, recurring checks, recurringpaychecks and recurring deposit templates.

  2. If you want to view detail about a specific template, click the zoom arrow to the left of the template's name.

  3. If you want to record one or several of the templates in the list, click the Action column for the templates you want to record.

Warning: Read this before you record recurring General Journal templates using the To Do List

 If you choose to record recurring General Journal templates using the To Do List window, keep in mind that the transactions will be recorded automatically; you won't get a chance to review or change any of the transactions before they're recorded. If you're not sure you want to record a particular transaction, we suggest you use the Record Journal Entry window to manually enter the transaction so you have better control over the transaction than you would if you used the To Do List.
  1. When you've marked the recurring General Journal templates you want to record, click the Record button at the bottom of the To Do List window.

To display a list of recurring General Journal templates (and record them, if you wish)