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nicki2
March 23, 2021
Question

Is there a way to lookup recurring transactions (journal entries) that have been used?

  • March 23, 2021
  • 3 replies
  • 13 views
I use a recurring transaction for unscheduled journal entries around every quarter. They are saved as Journal Entry 3, for example. I want to look up all the times I used a template but don't know how since I don'e remember the journal entry number to search.

3 replies

DebSheenD
Level 5
March 23, 2021

Great to see you here in the Community, nicki2!

The recurring transaction is a feature in QuickBooks Online that allows you to save time and reduce mistakes. By using recurring transactions, you can run repetitive journal entries. I will make sure that you can check those templates that you create.

Here's how:

  1. Click the Gear icon on the top menu.
  2. Choose Recurring Transactions under Lists.
  3. Select the invoice template and hit the Edit link under Action.
  4. In the Type field, make sure you selected Scheduled.
  5. Tick Save template.

You can check this article if you have further assistance on how to Edit a recurring template

Feel free to get back on this thread, I'm always here to help.

nicki2Author
March 23, 2021

Thanks @DebSheenD is there a way to get more specific with the filtering? Your idea is exactly what I want--a report that shows journal entries. However, it's listing every single deposit and payment when I follow your steps rather than just the customized journal entries I've created... 

ShiellaGraceA
Level 9
March 23, 2021

I got you cover, @nicki2.

 

I'll share the steps on how you can filter the journal report. Here's how.

 

  1. In the Journal report, tap the Customize button at the top.
  2. Scroll towards the Filter drop-down.
  3. Tick the Transaction Type box, then look for Journal Entry.
  4. Click Run report.

 

Here's how it looks like.

 

 

 

 

Check out this guide for details about filtering reports: Customize reports in QuickBooks Online.

 

I'm also attaching this link here in case you need help with other report tasks. Just look for responses that suit your concern.

 

Let me know if you still have questions or concerns with journal entries or reports. I'm always here for you.

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