To find a recurring template

1. You can view a list of recurring templates in several windows. Choose the window or register that is appropriate for the type of recurring template you're trying to locate:

• Open the transaction window in which you created the recurring template (Enter Sales, Enter Purchases, Pay Employees, Record Journal Entries, Spend Money or Receive Money windows). Then click the Use Recurring button.

• Open the Bank Register window. Select the account that appears on the recurring template, then click the Use Recurring button.

• Open the Sales Register or Purchases Register. Then click the Recurring Templates tab (if it isn't already selected). If you don't see the template you want, enter its name in the Search for Recurring Template field.

• Open the To Do List window. Then click the tab marked Recurring Purchases, Recurring Sales or Recurring Transactions (checks, deposits and general journal entries).

2. Double-click a template to open it in the window in which it was created.

Related topics

• To create a recurring template
• To record a recurring transaction
• To change a recurring template
• To delete a recurring template