Using recurring General Journal templates

Accounts > Making General Journal entries > Using recurring General Journal templates

If you plan to record the same General Journal entry on a regular basis, you may want to consider creating a recurring General Journal template. When you create a recurring General Journal template, the transaction information is saved in a separate "holding area" where you can retrieve the transaction as many times as you want in the future. You can change the information on a recurring template as needed. Until you record them, recurring General Journal templates have no effect on your financial records.

You can remove a recurring template whether your transactions are changeable or unchangeable. The transaction is removed from your list of recurring templates only. Any transactions you've already recorded using a recurring templates you remove won't be affected.

Step by step
To create a recurring General Journal template
To find a recurring General Journal template
To change a recurring General Journal template's name and/or frequency
To change a recurring General Journal template's line items and additional information
To remove a recurring General Journal template